Jim Simons
ITOT icon

Jim Simons’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Jim Simons’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-86,800
Closed -$12.9M – 3465
2025
Q4 		$12.9M Buy
86,800
+78,000
+886% +$11.5M 0.02% 794
2025
Q3 		$1.28M Sell
8,800
-14,200
-62% -$1.99M ﹤0.01% 2354
2025
Q2 		$3.11M Buy
+23,000
New +$2.87M ﹤0.01% 1821
2025
Q1 		– Sell
-43,100
Closed -$5.54M – 3646
2024
Q4 		$5.54M Buy
+43,100
New +$5.58M 0.01% 1384
2024
Q1 		– Sell
-26,500
Closed -$2.79M – 3882
2023
Q4 		$2.79M Sell
26,500
-6,400
-19% -$627K ﹤0.01% 1733
2023
Q3 		$3.1M Buy
32,900
+20,500
+165% +$2.01M 0.01% 1586
2023
Q2 		$1.21M Buy
12,400
+9,500
+328% +$878K ﹤0.01% 2346
2023
Q1 		$263K Buy
+2,900
New +$257K ﹤0.01% 3170
2022
Q4 		– Sell
-5,100
Closed -$406K – 4252
2022
Q3 		$406K Buy
+5,100
New +$451K ﹤0.01% 3051
2021
Q4 		– Sell
-31,400
Closed -$3.09M – 4066
2021
Q3 		$3.09M Buy
+31,400
New +$3.18M ﹤0.01% 1761
2021
Q1 		– Sell
-4,300
Closed -$371K – 3502
2020
Q4 		$371K Sell
4,300
-4,500
-51% -$364K ﹤0.01% 2950
2020
Q3 		$664K Sell
8,800
-9,300
-51% -$694K ﹤0.01% 2711
2020
Q2 		$1.26M Sell
18,100
-9,600
-35% -$628K ﹤0.01% 2434
2020
Q1 		$1.58M Buy
27,700
+21,500
+347% +$1.48M ﹤0.01% 2181
2019
Q4 		$451K Buy
+6,200
New +$431K ﹤0.01% 2940
2019
Q3 		– Sell
-4,100
Closed -$273K – 3557
2019
Q2 		$273K Buy
+4,100
New +$269K ﹤0.01% 3207
2019
Q1 		– Sell
-6,800
Closed -$386K – 3566
2018
Q4 		$386K Buy
+6,800
New +$418K ﹤0.01% 2945
2018
Q3 		– Sell
-25,300
Closed -$1.58M – 3440
2018
Q2 		$1.58M Buy
+25,300
New +$1.57M ﹤0.01% 2395

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Jim Simons's ITOT Position: Q1 2026 in Review

Jim Simons sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 86,800 shares — an estimated $12.9M sold.

Jim Simons first reported a position in ITOT in Q2 2018 and held it in 18 quarters. The position peaked at $12.9M in Q4 2025. 1,622 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Jim Simons reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 86,800 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $12.9M.
  • Jim Simons first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 18 quarters.
  • Jim Simons's iShares Core S&P Total US Stock Market ETF position peaked at $12.9M in Q4 2025.
  • 1,622 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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