Jim Simons’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Jim Simons’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.6M	Buy	156,800 +127,200	+430%	+$11.3M	0.02%	852
2025 Q4	$3.13M	Buy	29,600 +19,600	+196%	+$2.15M	﹤0.01%	1614
2025 Q3	$1.15M	Buy	+10,000	New	+$1.11M	﹤0.01%	2412
2025 Q1	–	Sell	-15,100	Closed	-$1.51M	–	3631
2024 Q4	$1.51M	Sell	15,100 -7,800	-34%	-$773K	﹤0.01%	2230
2024 Q3	$2.05M	Buy	22,900 +15,500	+209%	+$1.33M	﹤0.01%	2004
2024 Q2	$643K	Buy	+7,400	New	+$608K	﹤0.01%	2572
2023 Q1	–	Sell	-22,500	Closed	-$1.15M	–	4166
2022 Q4	$1.15M	Buy	22,500 +14,000	+165%	+$726K	﹤0.01%	2446
2022 Q3	$425K	Buy	+8,500	New	+$483K	﹤0.01%	3023
2021 Q4	–	Sell	-34,500	Closed	-$2.75M	–	4049
2021 Q3	$2.75M	Buy	34,500 +18,000	+109%	+$1.47M	﹤0.01%	1858
2021 Q2	$1.29M	Buy	+16,500	New	+$1.2M	﹤0.01%	2533

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Jim Simons's IGV Position: Q1 2026 in Review

Jim Simons increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 430% in Q1 2026, buying an estimated $11.3M and bringing the position to 156,800 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #852.

Jim Simons first reported a position in IGV in Q2 2021 and has held it in 10 quarters since. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Jim Simons held 156,800 shares of iShares Expanded Tech-Software Sector ETF worth $12.6M as of Q1 2026.
Jim Simons bought 127,200 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $11.3M.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Jim Simons's portfolio in Q1 2026, its #852 holding.
Jim Simons first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and has held it in 10 quarters since.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.