Jim Simons
IUSV icon

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Jim Simons's IUSV Position: Q1 2026 in Review

Jim Simons reduced its iShares Core S&P US Value ETF (IUSV) stake by 40% in Q1 2026, selling an estimated $2M and leaving 28,600 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Jim Simons first reported a position in IUSV in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.15M in Q4 2023. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Jim Simons held 28,600 shares of iShares Core S&P US Value ETF worth $2.92M as of Q1 2026.
  • Jim Simons sold 19,100 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $2M.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1676 holding.
  • Jim Simons first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 22 quarters since.
  • Jim Simons's iShares Core S&P US Value ETF position peaked at $5.15M in Q4 2023.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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