Jim Simons’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Jim Simons’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$509K	Buy	+4,300	New	+$519K	﹤0.01%	2591
2025 Q2	–	Sell	-23,600	Closed	-$2.3M	–	3707
2025 Q1	$2.3M	Buy	23,600 +13,600	+136%	+$1.43M	﹤0.01%	1915
2024 Q4	$1.09M	Buy	+10,000	New	+$1.11M	﹤0.01%	2453
2024 Q3	–	Sell	-7,300	Closed	-$710K	–	3694
2024 Q2	$710K	Buy	+7,300	New	+$717K	﹤0.01%	2517
2023 Q3	–	Sell	-5,300	Closed	-$504K	–	3871
2023 Q2	$504K	Buy	+5,300	New	+$485K	﹤0.01%	2866
2023 Q1	–	Sell	-3,100	Closed	-$283K	–	4170
2022 Q4	$283K	Sell	3,100 -1,400	-31%	-$129K	﹤0.01%	3246
2022 Q3	$371K	Buy	+4,500	New	+$416K	﹤0.01%	3093
2022 Q2	–	Sell	-24,500	Closed	-$2.51M	–	4390
2022 Q1	$2.51M	Buy	+24,500	New	+$2.5M	﹤0.01%	2060
2021 Q4	–	Sell	-12,000	Closed	-$1.21M	–	4054
2021 Q3	$1.21M	Buy	12,000 +7,400	+161%	+$747K	﹤0.01%	2446
2021 Q2	$485K	Sell	4,600 -15,000	-77%	-$1.57M	﹤0.01%	2976
2021 Q1	$1.98M	Buy	+19,600	New	+$1.86M	﹤0.01%	2235
2019 Q3	–	Sell	-6,000	Closed	-$446K	–	3552
2019 Q2	$446K	Sell	6,000 -400	-6%	-$29.7K	﹤0.01%	3039
2019 Q1	$472K	Buy	6,400 +3,000	+88%	+$222K	﹤0.01%	2939
2018 Q4	$224K	Buy	+3,400	New	+$252K	﹤0.01%	3106

Other funds holding IJS

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

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

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

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Jim Simons's IJS Position: Q1 2026 in Review

Jim Simons opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026: 4,300 shares worth $509K. The stake represents ﹤0.01% of the portfolio and ranks #2591 among its holdings. This is a return to the name: Jim Simons previously reported a position in IJS as recently as Q1 2025.

Jim Simons first reported a position in IJS in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.51M in Q1 2022. 848 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Jim Simons held 4,300 shares of iShares S&P Small-Cap 600 Value ETF worth $509K as of Q1 2026.
iShares S&P Small-Cap 600 Value ETF was a new Jim Simons position in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2591 holding.
Jim Simons first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 14 quarters since.
Jim Simons's iShares S&P Small-Cap 600 Value ETF position peaked at $2.51M in Q1 2022.
848 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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