Jim Simons’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jim Simons’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44M	Buy	+25,000	New	+$3.3M	﹤0.01%	1660
2026 Q1	–	Sell	-12,900	Closed	-$1.59M	–	3470
2025 Q4	$1.59M	Buy	+12,900	New	+$1.58M	﹤0.01%	2013
2025 Q3	–	Sell	-37,700	Closed	-$4.15M	–	3701
2025 Q2	$4.15M	Buy	+37,700	New	+$3.73M	0.01%	1643
2025 Q1	–	Sell	-29,500	Closed	-$3M	–	3652
2024 Q4	$3M	Buy	+29,500	New	+$2.94M	﹤0.01%	1776
2024 Q2	–	Sell	-11,800	Closed	-$996K	–	3735
2024 Q1	$996K	Buy	+11,800	New	+$948K	﹤0.01%	2488
2023 Q4	–	Sell	-26,400	Closed	-$1.81M	–	3915
2023 Q3	$1.81M	Buy	26,400 +18,000	+214%	+$1.27M	﹤0.01%	1929
2023 Q2	$592K	Sell	8,400 -27,800	-77%	-$1.84M	﹤0.01%	2773
2023 Q1	$2.31M	Buy	+36,200	New	+$2.21M	﹤0.01%	1935
2022 Q4	–	Sell	-17,900	Closed	-$1.04M	–	4256
2022 Q3	$1.04M	Sell	17,900 -29,400	-62%	-$1.91M	﹤0.01%	2474
2022 Q2	$2.86M	Buy	+47,300	New	+$3.13M	﹤0.01%	1939
2022 Q1	–	Sell	-24,000	Closed	-$2.01M	–	4263
2021 Q4	$2.01M	Sell	24,000 -7,200	-23%	-$580K	﹤0.01%	2139
2021 Q3	$2.31M	Buy	+31,200	New	+$2.38M	﹤0.01%	1977
2021 Q1	–	Sell	-6,200	Closed	-$396K	–	3509
2020 Q4	$396K	Sell	6,200 -30,600	-83%	-$1.86M	﹤0.01%	2923
2020 Q3	$2.13M	Buy	36,800 +22,000	+149%	+$1.25M	﹤0.01%	2093
2020 Q2	$768K	Buy	+14,800	New	+$709K	﹤0.01%	2683
2020 Q1	–	Sell	-4,400	Closed	-$213K	–	3611
2019 Q4	$213K	Buy	+4,400	New	+$204K	﹤0.01%	3179
2019 Q3	–	Sell	-14,000	Closed	-$627K	–	3559
2019 Q2	$627K	Buy	+14,000	New	+$616K	﹤0.01%	2907
2019 Q1	–	Sell	-11,200	Closed	-$422K	–	3570
2018 Q4	$422K	Buy	+11,200	New	+$453K	﹤0.01%	2921

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jim Simons's IVW Position: Q2 2026 in Review

Jim Simons opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 25,000 shares worth $3.44M. The stake represents ﹤0.01% of the portfolio and ranks #1660 among its holdings. This is a return to the name: Jim Simons previously reported a position in IVW as recently as Q4 2025.

Jim Simons first reported a position in IVW in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.15M in Q2 2025. 2,140 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Jim Simons held 25,000 shares of iShares S&P 500 Growth ETF worth $3.44M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Jim Simons position in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1660 holding.
Jim Simons first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 18 quarters since.
Jim Simons's iShares S&P 500 Growth ETF position peaked at $4.15M in Q2 2025.
2,140 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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