Jim Simons’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jim Simons’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$338K	Buy	+5,000	New	+$347K	﹤0.01%	2755
2025 Q4	–	Sell	-95,100	Closed	-$6.21M	–	3474
2025 Q3	$6.21M	Buy	+95,100	New	+$6.11M	0.01%	1365
2025 Q1	–	Sell	-89,100	Closed	-$5.55M	–	3633
2024 Q4	$5.55M	Buy	89,100 +81,000	+1,000%	+$5.2M	0.01%	1381
2024 Q3	$505K	Sell	8,100 -24,300	-75%	-$1.47M	﹤0.01%	2788
2024 Q2	$1.9M	Buy	+32,400	New	+$1.9M	﹤0.01%	1916
2023 Q4	–	Sell	-67,000	Closed	-$3.34M	–	3893
2023 Q3	$3.34M	Buy	+67,000	New	+$3.51M	0.01%	1533
2023 Q1	–	Sell	-9,000	Closed	-$435K	–	4167
2022 Q4	$435K	Buy	+9,000	New	+$435K	﹤0.01%	3026
2022 Q3	–	Sell	-33,500	Closed	-$1.52M	–	4204
2022 Q2	$1.52M	Buy	33,500 +18,000	+116%	+$889K	﹤0.01%	2403
2022 Q1	$832K	Buy	+15,500	New	+$825K	﹤0.01%	2851
2021 Q3	–	Sell	-74,500	Closed	-$4M	–	3633
2021 Q2	$4M	Buy	+74,500	New	+$4.02M	0.01%	1766
2020 Q4	–	Sell	-5,500	Closed	-$204K	–	3532
2020 Q3	$204K	Sell	5,500 -67,000	-92%	-$2.5M	﹤0.01%	3103
2020 Q2	$2.58M	Buy	72,500 +50,000	+222%	+$1.66M	﹤0.01%	2036
2020 Q1	$647K	Buy	+22,500	New	+$837K	﹤0.01%	2638
2019 Q3	–	Sell	-11,000	Closed	-$427K	–	3550
2019 Q2	$427K	Buy	+11,000	New	+$422K	﹤0.01%	3063
2018 Q4	–	Sell	-33,500	Closed	-$1.35M	–	3480
2018 Q3	$1.35M	Sell	33,500 -35,500	-51%	-$1.43M	﹤0.01%	2478
2018 Q2	$2.69M	Buy	+69,000	New	+$2.67M	﹤0.01%	2122

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jim Simons's IJH Position: Q1 2026 in Review

Jim Simons opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 5,000 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #2755 among its holdings. This is a return to the name: Jim Simons previously reported a position in IJH as recently as Q3 2025.

Jim Simons first reported a position in IJH in Q2 2018 and has held it in 16 quarters since. The position peaked at $6.21M in Q3 2025. 2,654 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Jim Simons held 5,000 shares of iShares Core S&P Mid-Cap ETF worth $338K as of Q1 2026.
iShares Core S&P Mid-Cap ETF was a new Jim Simons position in Q1 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2755 holding.
Jim Simons first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 16 quarters since.
Jim Simons's iShares Core S&P Mid-Cap ETF position peaked at $6.21M in Q3 2025.
2,654 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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