Jim Simons
IJK icon

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

Jim Simons’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.09M Buy
+20,800
New +$2.14M ﹤0.01% 1870
2025
Q3 		– Sell
-2,300
Closed -$209K – 3685
2025
Q2 		$209K Buy
+2,300
New +$197K ﹤0.01% 3158
2025
Q1 		– Sell
-16,900
Closed -$1.54M – 3634
2024
Q4 		$1.54M Buy
+16,900
New +$1.59M ﹤0.01% 2221
2023
Q4 		– Sell
-7,000
Closed -$506K – 3895
2023
Q3 		$506K Sell
7,000
-1,900
-21% -$143K ﹤0.01% 2699
2023
Q2 		$668K Buy
+8,900
New +$635K ﹤0.01% 2717
2023
Q1 		– Sell
-9,800
Closed -$669K – 4168
2022
Q4 		$669K Buy
+9,800
New +$674K ﹤0.01% 2762
2022
Q3 		– Sell
-11,600
Closed -$739K – 4205
2022
Q2 		$739K Buy
11,600
+7,000
+152% +$492K ﹤0.01% 2904
2022
Q1 		$355K Sell
4,600
-4,300
-48% -$332K ﹤0.01% 3390
2021
Q4 		$759K Buy
8,900
+3,300
+59% +$277K ﹤0.01% 2850
2021
Q3 		$443K Sell
5,600
-7,500
-57% -$609K ﹤0.01% 2930
2021
Q2 		$1.06M Sell
13,100
-4,400
-25% -$353K ﹤0.01% 2639
2021
Q1 		$1.37M Buy
+17,500
New +$1.35M ﹤0.01% 2452
2020
Q4 		– Sell
-6,800
Closed -$407K – 3534
2020
Q3 		$407K Sell
6,800
-2,400
-26% -$143K ﹤0.01% 2894
2020
Q2 		$515K Buy
+9,200
New +$478K ﹤0.01% 2862
2019
Q4 		– Sell
-5,200
Closed -$291K – 3607
2019
Q3 		$291K Sell
5,200
-6,400
-55% -$360K ﹤0.01% 3047
2019
Q2 		$656K Buy
11,600
+800
+7% +$44.4K ﹤0.01% 2884
2019
Q1 		$592K Buy
10,800
+6,400
+145% +$338K ﹤0.01% 2871
2018
Q4 		$210K Sell
4,400
-13,600
-76% -$712K ﹤0.01% 3120
2018
Q3 		$1.05M Buy
18,000
+3,200
+22% +$186K ﹤0.01% 2585
2018
Q2 		$832K Buy
14,800
+6,800
+85% +$380K ﹤0.01% 2668
2018
Q1 		$437K Buy
+8,000
New +$442K ﹤0.01% 2959

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's IJK Position: Q1 2026 in Review

Jim Simons opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026: 20,800 shares worth $2.09M. The stake represents ﹤0.01% of the portfolio and ranks #1870 among its holdings. This is a return to the name: Jim Simons previously reported a position in IJK as recently as Q2 2025.

Jim Simons first reported a position in IJK in Q1 2018 and has held it in 21 quarters since. 936 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Jim Simons held 20,800 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.09M as of Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Jim Simons position in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1870 holding.
  • Jim Simons first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and has held it in 21 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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