Jim Simons
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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
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 		$2.85M 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jim Simons's IVW Position: Q1 2026 in Review

Jim Simons sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 12,900 shares — an estimated $1.59M sold.

Jim Simons first reported a position in IVW in Q4 2018 and held it in 17 quarters. The position peaked at $4.15M in Q2 2025. 2,046 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Jim Simons reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 12,900 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.59M.
  • Jim Simons first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 17 quarters.
  • Jim Simons's iShares S&P 500 Growth ETF position peaked at $4.15M in Q2 2025.
  • 2,046 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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