Jim Simons’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Jim Simons’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,500	Closed	-$2.1M	–	3452
2025 Q4	$2.1M	Buy	+17,500	New	+$2.09M	﹤0.01%	1827
2025 Q1	–	Sell	-40,300	Closed	-$4.64M	–	3635
2024 Q4	$4.64M	Buy	+40,300	New	+$4.81M	0.01%	1498
2023 Q4	–	Sell	-6,300	Closed	-$594K	–	3896
2023 Q3	$594K	Buy	+6,300	New	+$629K	﹤0.01%	2635
2023 Q1	–	Sell	-8,800	Closed	-$833K	–	4169
2022 Q4	$833K	Buy	+8,800	New	+$844K	﹤0.01%	2637
2021 Q3	–	Sell	-62,400	Closed	-$7.05M	–	3634
2021 Q2	$7.05M	Buy	62,400 +45,100	+261%	+$5.03M	0.01%	1419
2021 Q1	$1.88M	Buy	+17,300	New	+$1.81M	﹤0.01%	2272
2020 Q4	–	Sell	-15,400	Closed	-$1.08M	–	3535
2020 Q3	$1.08M	Buy	15,400 +3,100	+25%	+$222K	﹤0.01%	2473
2020 Q2	$840K	Buy	+12,300	New	+$777K	﹤0.01%	2633
2019 Q4	–	Sell	-2,900	Closed	-$226K	–	3608
2019 Q3	$226K	Sell	2,900 -30,300	-91%	-$2.35M	﹤0.01%	3113
2019 Q2	$2.6M	Buy	33,200 +29,000	+690%	+$2.25M	﹤0.01%	2201
2019 Q1	$324K	Buy	+4,200	New	+$323K	﹤0.01%	3066
2018 Q4	–	Sell	-15,000	Closed	-$1.31M	–	3481
2018 Q3	$1.31M	Sell	15,000 -19,900	-57%	-$1.74M	﹤0.01%	2496
2018 Q2	$2.91M	Buy	34,900 +20,900	+149%	+$1.7M	﹤0.01%	2080
2018 Q1	$1.08M	Buy	+14,000	New	+$1.09M	﹤0.01%	2629

Other funds holding IJR

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Jim Simons's IJR Position: Q1 2026 in Review

Jim Simons sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 17,500 shares — an estimated $2.1M sold.

Jim Simons first reported a position in IJR in Q1 2018 and held it in 14 quarters. The position peaked at $7.05M in Q2 2021. 2,745 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Jim Simons reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 17,500 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.1M.
Jim Simons first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 14 quarters.
Jim Simons's iShares Core S&P Small-Cap ETF position peaked at $7.05M in Q2 2021.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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