Jim Simons’s iShares Global 100 ETF IOO Stock Holding History

Jim Simons’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$714K	Sell	5,900 -10,300	-64%	-$1.3M	﹤0.01%	2434
2025 Q4	$2.05M	Buy	16,200 +11,500	+245%	+$1.43M	﹤0.01%	1844
2025 Q3	$564K	Buy	+4,700	New	+$535K	﹤0.01%	2739
2025 Q2	–	Sell	-11,400	Closed	-$1.1M	–	3713
2025 Q1	$1.1M	Buy	11,400 +3,600	+46%	+$364K	﹤0.01%	2367
2024 Q4	$786K	Buy	+7,800	New	+$783K	﹤0.01%	2618
2024 Q1	–	Sell	-4,400	Closed	-$354K	–	3876
2023 Q4	$354K	Buy	+4,400	New	+$337K	﹤0.01%	2916
2023 Q3	–	Sell	-7,800	Closed	-$593K	–	3878
2023 Q2	$593K	Buy	+7,800	New	+$570K	﹤0.01%	2770
2022 Q1	–	Sell	-4,800	Closed	-$374K	–	4254
2021 Q4	$374K	Sell	4,800 -2,500	-34%	-$189K	﹤0.01%	3234
2021 Q3	$519K	Buy	+7,300	New	+$534K	﹤0.01%	2878
2019 Q3	–	Sell	-6,200	Closed	-$303K	–	3555
2019 Q2	$303K	Buy	+6,200	New	+$300K	﹤0.01%	3170
2018 Q3	–	Sell	-6,500	Closed	-$298K	–	3435
2018 Q2	$298K	Buy	6,500 +500	+8%	+$23.3K	﹤0.01%	2964
2018 Q1	$274K	Buy	+6,000	New	+$282K	﹤0.01%	3104

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's IOO Position: Q1 2026 in Review

Jim Simons reduced its iShares Global 100 ETF (IOO) stake by 64% in Q1 2026, selling an estimated $1.3M and leaving 5,900 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Jim Simons first reported a position in IOO in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2025. 356 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Jim Simons held 5,900 shares of iShares Global 100 ETF worth $714K as of Q1 2026.
Jim Simons sold 10,300 iShares Global 100 ETF shares in Q1 2026, an estimated $1.3M.
iShares Global 100 ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2434 holding.
Jim Simons first reported a position in iShares Global 100 ETF in Q1 2018 and has held it in 12 quarters since.
Jim Simons's iShares Global 100 ETF position peaked at $2.05M in Q4 2025.
356 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

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