Jim Simons’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Jim Simons’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Buy	+2,900	New	+$397K	﹤0.01%	2710
2025 Q3	–	Sell	-7,800	Closed	-$964K	–	3684
2025 Q2	$964K	Sell	7,800 -8,000	-51%	-$941K	﹤0.01%	2540
2025 Q1	$1.89M	Buy	15,800 +12,900	+445%	+$1.62M	﹤0.01%	2035
2024 Q4	$362K	Buy	+2,900	New	+$370K	﹤0.01%	2977
2024 Q3	–	Sell	-3,500	Closed	-$397K	–	3693
2024 Q2	$397K	Sell	3,500 -3,800	-52%	-$433K	﹤0.01%	2795
2024 Q1	$864K	Buy	+7,300	New	+$822K	﹤0.01%	2569
2023 Q4	–	Sell	-2,800	Closed	-$283K	–	3894
2023 Q3	$283K	Buy	+2,800	New	+$299K	﹤0.01%	2952
2022 Q2	–	Sell	-5,600	Closed	-$614K	–	4389
2022 Q1	$614K	Buy	+5,600	New	+$604K	﹤0.01%	3051
2021 Q4	–	Sell	-2,200	Closed	-$227K	–	4053
2021 Q3	$227K	Sell	2,200 -2,300	-51%	-$242K	﹤0.01%	3162
2021 Q2	$474K	Sell	4,500 -5,700	-56%	-$609K	﹤0.01%	2983
2021 Q1	$1.04M	Buy	+10,200	New	+$974K	﹤0.01%	2596
2020 Q4	–	Sell	-6,200	Closed	-$418K	–	3533
2020 Q3	$418K	Buy	+6,200	New	+$428K	﹤0.01%	2882
2020 Q2	–	Sell	-3,800	Closed	-$209K	–	3589
2020 Q1	$209K	Buy	+3,800	New	+$286K	﹤0.01%	3091
2019 Q3	–	Sell	-8,800	Closed	-$702K	–	3551
2019 Q2	$702K	Buy	8,800 +3,200	+57%	+$254K	﹤0.01%	2862
2019 Q1	$440K	Buy	+5,600	New	+$434K	﹤0.01%	2970
2018 Q3	–	Sell	-6,600	Closed	-$535K	–	3430
2018 Q2	$535K	Sell	6,600 -2,800	-30%	-$224K	﹤0.01%	2811
2018 Q1	$726K	Buy	+9,400	New	+$745K	﹤0.01%	2783

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Jim Simons's IJJ Position: Q1 2026 in Review

Jim Simons opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026: 2,900 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #2710 among its holdings. This is a return to the name: Jim Simons previously reported a position in IJJ as recently as Q2 2025.

Jim Simons first reported a position in IJJ in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.89M in Q1 2025. 848 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Jim Simons held 2,900 shares of iShares S&P Mid-Cap 400 Value ETF worth $384K as of Q1 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Jim Simons position in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2710 holding.
Jim Simons first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 17 quarters since.
Jim Simons's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.89M in Q1 2025.
848 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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