Jim Simons’s iShares Core S&P 500 ETF IVV Stock Holding History

Jim Simons’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-34,420	Closed	-$23.6M	–	3469
2025 Q4	$23.6M	Buy	+34,420	New	+$23.4M	0.04%	536
2025 Q3	–	Sell	-1,200	Closed	-$745K	–	3700
2025 Q2	$745K	Buy	+1,200	New	+$689K	﹤0.01%	2644
2025 Q1	–	Sell	-27,000	Closed	-$15.9M	–	3650
2024 Q4	$15.9M	Buy	27,000 +20,400	+309%	+$12.1M	0.02%	767
2024 Q3	$3.81M	Buy	+6,600	New	+$3.67M	0.01%	1615
2023 Q4	–	Sell	-12,000	Closed	-$5.15M	–	3914
2023 Q3	$5.15M	Buy	+12,000	New	+$5.37M	0.01%	1289
2021 Q4	–	Sell	-1,900	Closed	-$819K	–	4069
2021 Q3	$819K	Buy	+1,900	New	+$842K	﹤0.01%	2662
2020 Q4	–	Sell	-17,400	Closed	-$5.85M	–	3550
2020 Q3	$5.85M	Buy	+17,400	New	+$5.79M	0.01%	1492
2020 Q2	–	Sell	-7,500	Closed	-$1.94M	–	3599
2020 Q1	$1.94M	Buy	+7,500	New	+$2.3M	﹤0.01%	2067
2019 Q1	–	Sell	-7,800	Closed	-$1.96M	–	3569
2018 Q4	$1.96M	Buy	+7,800	New	+$2.12M	﹤0.01%	2241
2018 Q3	–	Sell	-2,100	Closed	-$573K	–	3445
2018 Q2	$573K	Buy	+2,100	New	+$571K	﹤0.01%	2795
2018 Q1	–	Sell	-1,100	Closed	-$296K	–	3462
2017 Q4	$296K	Buy	+1,100	New	+$288K	﹤0.01%	3030

Other funds holding IVV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jim Simons's IVV Position: Q1 2026 in Review

Jim Simons sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 34,420 shares — an estimated $23.6M sold.

Jim Simons first reported a position in IVV in Q4 2017 and held it in 11 quarters. The position peaked at $23.6M in Q4 2025. 3,989 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Jim Simons reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 34,420 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $23.6M.
Jim Simons first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 11 quarters.
Jim Simons's iShares Core S&P 500 ETF position peaked at $23.6M in Q4 2025.
3,989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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