Jim Simons’s iShares Core S&P US Value ETF IUSV Stock Holding History

Jim Simons’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.7M	Sell	24,500 -4,100	-14%	-$444K	﹤0.01%	1804
2026 Q1	$2.92M	Sell	28,600 -19,100	-40%	-$2M	﹤0.01%	1676
2025 Q4	$4.89M	Buy	47,700 +9,400	+25%	+$953K	0.01%	1319
2025 Q3	$3.83M	Buy	38,300 +7,300	+24%	+$711K	0.01%	1649
2025 Q2	$2.93M	Buy	+31,000	New	+$2.8M	﹤0.01%	1864
2025 Q1	–	Sell	-11,000	Closed	-$1.02M	–	3648
2024 Q4	$1.02M	Sell	11,000 -16,500	-60%	-$1.59M	﹤0.01%	2496
2024 Q3	$2.63M	Buy	+27,500	New	+$2.53M	﹤0.01%	1844
2024 Q2	–	Sell	-12,500	Closed	-$1.13M	–	3732
2024 Q1	$1.13M	Sell	12,500 -48,600	-80%	-$4.18M	﹤0.01%	2410
2023 Q4	$5.15M	Buy	61,100 +35,400	+138%	+$2.76M	0.01%	1324
2023 Q3	$1.92M	Sell	25,700 -1,500	-6%	-$118K	﹤0.01%	1894
2023 Q2	$2.13M	Buy	+27,200	New	+$2.03M	﹤0.01%	1961
2023 Q1	–	Sell	-24,600	Closed	-$1.74M	–	4186
2022 Q4	$1.74M	Buy	24,600 +10,100	+70%	+$702K	﹤0.01%	2159
2022 Q3	$908K	Buy	+14,500	New	+$1M	﹤0.01%	2558
2022 Q2	–	Sell	-4,600	Closed	-$349K	–	4403
2022 Q1	$349K	Sell	4,600 -23,000	-83%	-$1.72M	﹤0.01%	3398
2021 Q4	$2.11M	Buy	+27,600	New	+$2.05M	﹤0.01%	2104
2021 Q1	–	Sell	-6,600	Closed	-$410K	–	3507
2020 Q4	$410K	Buy	+6,600	New	+$387K	﹤0.01%	2908
2020 Q1	–	Sell	-7,000	Closed	-$441K	–	3610
2019 Q4	$441K	Sell	7,000 -6,600	-49%	-$398K	﹤0.01%	2949
2019 Q3	$786K	Sell	13,600 -4,000	-23%	-$228K	﹤0.01%	2688
2019 Q2	$997K	Buy	17,600 +9,700	+123%	+$540K	﹤0.01%	2680
2019 Q1	$433K	Buy	+7,900	New	+$422K	﹤0.01%	2977
2018 Q3	–	Sell	-9,300	Closed	-$499K	–	3442
2018 Q2	$499K	Sell	9,300 -2,500	-21%	-$135K	﹤0.01%	2834
2018 Q1	$627K	Buy	11,800 +2,000	+20%	+$111K	﹤0.01%	2839
2017 Q4	$543K	Buy	+9,800	New	+$527K	﹤0.01%	2866

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Jim Simons's IUSV Position: Q2 2026 in Review

Jim Simons reduced its iShares Core S&P US Value ETF (IUSV) stake by 14% in Q2 2026, selling an estimated $444K and leaving 24,500 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Jim Simons first reported a position in IUSV in Q4 2017 and has held it in 23 quarters since. The position peaked at $5.15M in Q4 2023. 815 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Jim Simons held 24,500 shares of iShares Core S&P US Value ETF worth $2.7M as of Q2 2026.
Jim Simons sold 4,100 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $444K.
iShares Core S&P US Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1804 holding.
Jim Simons first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 23 quarters since.
Jim Simons's iShares Core S&P US Value ETF position peaked at $5.15M in Q4 2023.
815 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.