Jim Simons
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Jim Simons’s iShares Russell 1000 ETF IWB Stock Holding History

Jim Simons’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38,920
Closed -$14.5M – 3471
2025
Q4 		$14.5M Buy
38,920
+22,220
+133% +$8.23M 0.02% 752
2025
Q3 		$6.1M Buy
16,700
+6,000
+56% +$2.11M 0.01% 1376
2025
Q2 		$3.63M Buy
+10,700
New +$3.36M ﹤0.01% 1722
2025
Q1 		– Sell
-40,500
Closed -$13M – 3653
2024
Q4 		$13M Buy
+40,500
New +$13.1M 0.02% 851
2024
Q3 		– Sell
-20,900
Closed -$6.22M – 3708
2024
Q2 		$6.22M Buy
+20,900
New +$6M 0.01% 1175
2024
Q1 		– Sell
-17,600
Closed -$4.62M – 3887
2023
Q4 		$4.62M Buy
17,600
+10,800
+159% +$2.64M 0.01% 1395
2023
Q3 		$1.6M Buy
6,800
+3,400
+100% +$832K ﹤0.01% 1997
2023
Q2 		$829K Buy
+3,400
New +$783K ﹤0.01% 2580
2021
Q4 		– Sell
-7,500
Closed -$1.81M – 4070
2021
Q3 		$1.81M Buy
+7,500
New +$1.86M ﹤0.01% 2161
2021
Q1 		– Sell
-1,800
Closed -$381K – 3510
2020
Q4 		$381K Sell
1,800
-900
-33% -$180K ﹤0.01% 2939
2020
Q3 		$505K Sell
2,700
-6,900
-72% -$1.27M ﹤0.01% 2810
2020
Q2 		$1.65M Sell
9,600
-1,100
-10% -$178K ﹤0.01% 2278
2020
Q1 		$1.51M Buy
10,700
+8,400
+365% +$1.42M ﹤0.01% 2207
2019
Q4 		$410K Buy
+2,300
New +$392K ﹤0.01% 2968
2019
Q1 		– Sell
-9,300
Closed -$1.29M – 3571
2018
Q4 		$1.29M Buy
+9,300
New +$1.39M ﹤0.01% 2456

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jim Simons's IWB Position: Q1 2026 in Review

Jim Simons sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 38,920 shares — an estimated $14.5M sold.

Jim Simons first reported a position in IWB in Q4 2018 and held it in 15 quarters. The position peaked at $14.5M in Q4 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Jim Simons reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 38,920 iShares Russell 1000 ETF shares in Q1 2026, an estimated $14.5M.
  • Jim Simons first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 15 quarters.
  • Jim Simons's iShares Russell 1000 ETF position peaked at $14.5M in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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