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 Q2	–	Sell	-20,800	Closed	-$2.09M	–	3402
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Jim Simons's IJK Position: Q2 2026 in Review

Jim Simons sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 20,800 shares — an estimated $2.09M sold.

Jim Simons first reported a position in IJK in Q1 2018 and held it in 21 quarters. The position peaked at $2.09M in Q1 2026. 994 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Jim Simons reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 20,800 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.09M.
Jim Simons first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 21 quarters.
Jim Simons's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.09M in Q1 2026.
994 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.