Jim Simons’s iShares Micro-Cap ETF IWC Stock Holding History

Jim Simons’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	+5,484	New	+$1M	﹤0.01%	2265
2023 Q1	–	Sell	-2,700	Closed	-$291K	–	4189
2022 Q4	$291K	Buy	2,700 +100	+4%	+$10.9K	﹤0.01%	3234
2022 Q3	$269K	Sell	2,600 -500	-16%	-$56.8K	﹤0.01%	3257
2022 Q2	$322K	Sell	3,100 -2,500	-45%	-$288K	﹤0.01%	3419
2022 Q1	$722K	Buy	+5,600	New	+$719K	﹤0.01%	2947
2021 Q4	–	Sell	-10,334	Closed	-$1.49M	–	4071
2021 Q3	$1.49M	Sell	10,334 -6,466	-38%	-$939K	﹤0.01%	2314
2021 Q2	$2.56M	Buy	16,800 +8,600	+105%	+$1.27M	﹤0.01%	2077
2021 Q1	$1.2M	Buy	+8,200	New	+$1.17M	﹤0.01%	2532
2019 Q1	–	Sell	-7,200	Closed	-$594K	–	3572
2018 Q4	$594K	Buy	7,200 +5,200	+260%	+$483K	﹤0.01%	2798
2018 Q3	$213K	Sell	2,000 -2,700	-57%	-$289K	﹤0.01%	3137
2018 Q2	$496K	Buy	+4,700	New	+$480K	﹤0.01%	2836

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.3B AUM 34.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WhitTier Trust Company Reno, Nevada $5.4B AUM 30.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jim Simons's IWC Position: Q2 2026 in Review

Jim Simons opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 5,484 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #2265 among its holdings. This is a return to the name: Jim Simons previously reported a position in IWC as recently as Q4 2022.

Jim Simons first reported a position in IWC in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.56M in Q2 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Jim Simons held 5,484 shares of iShares Micro-Cap ETF worth $1.1M as of Q2 2026.
iShares Micro-Cap ETF was a new Jim Simons position in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2265 holding.
Jim Simons first reported a position in iShares Micro-Cap ETF in Q2 2018 and has held it in 11 quarters since.
Jim Simons's iShares Micro-Cap ETF position peaked at $2.56M in Q2 2021.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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