Jim Simons’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Jim Simons’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,800	Closed	-$305K	–	3687
2025 Q2	$305K	Sell	3,800 -5,800	-60%	-$431K	﹤0.01%	3036
2025 Q1	$686K	Sell	9,600 -9,500	-50%	-$724K	﹤0.01%	2609
2024 Q4	$1.44M	Buy	19,100 +10,200	+115%	+$780K	﹤0.01%	2272
2024 Q3	$649K	Buy	+8,900	New	+$617K	﹤0.01%	2664
2023 Q4	–	Sell	-4,600	Closed	-$263K	–	3900
2023 Q3	$263K	Sell	4,600 -600	-12%	-$36.2K	﹤0.01%	2993
2023 Q2	$317K	Buy	+5,200	New	+$298K	﹤0.01%	3104
2022 Q3	–	Sell	-7,500	Closed	-$390K	–	4209
2022 Q2	$390K	Buy	7,500 +3,100	+70%	+$176K	﹤0.01%	3305
2022 Q1	$283K	Sell	4,400 -700	-14%	-$45.1K	﹤0.01%	3494
2021 Q4	$374K	Buy	+5,100	New	+$371K	﹤0.01%	3233

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's IMCG Position: Q3 2025 in Review

Jim Simons sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 3,800 shares — an estimated $305K sold.

Jim Simons first reported a position in IMCG in Q4 2021 and held it in 9 quarters. The position peaked at $1.44M in Q4 2024. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Jim Simons reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 3,800 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $305K.
Jim Simons first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 9 quarters.
Jim Simons's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.44M in Q4 2024.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.