Jim Simons
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Jim Simons’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jim Simons’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20M Buy
93,700
+90,600
+2,923% +$19.8M 0.03% 643
2025
Q4 		$652K Sell
3,100
-800
-21% -$165K ﹤0.01% 2471
2025
Q3 		$794K Sell
3,900
-21,900
-85% -$4.36M ﹤0.01% 2593
2025
Q2 		$5.01M Buy
+25,800
New +$4.78M 0.01% 1530
2025
Q1 		– Sell
-47,800
Closed -$8.85M – 3654
2024
Q4 		$8.85M Buy
47,800
+40,000
+513% +$7.67M 0.01% 1093
2024
Q3 		$1.48M Sell
7,800
-1,800
-19% -$328K ﹤0.01% 2217
2024
Q2 		$1.67M Buy
+9,600
New +$1.68M ﹤0.01% 1984
2023
Q4 		– Sell
-31,300
Closed -$4.75M – 3916
2023
Q3 		$4.75M Buy
+31,300
New +$4.96M 0.01% 1341
2023
Q1 		– Sell
-27,200
Closed -$4.13M – 4190
2022
Q4 		$4.13M Buy
27,200
+22,900
+533% +$3.43M 0.01% 1630
2022
Q3 		$585K Buy
+4,300
New +$646K ﹤0.01% 2835
2022
Q1 		– Sell
-43,000
Closed -$7.22M – 4265
2021
Q4 		$7.22M Buy
+43,000
New +$7.05M 0.01% 1265
2020
Q3 		– Sell
-23,800
Closed -$2.68M – 3513
2020
Q2 		$2.68M Buy
+23,800
New +$2.62M ﹤0.01% 2004
2019
Q4 		– Sell
-8,800
Closed -$1.13M – 3621
2019
Q3 		$1.13M Buy
+8,800
New +$1.12M ﹤0.01% 2547
2019
Q1 		– Sell
-13,100
Closed -$1.46M – 3573
2018
Q4 		$1.46M Buy
13,100
+11,300
+628% +$1.35M ﹤0.01% 2396
2018
Q3 		$228K Sell
1,800
-7,000
-80% -$879K ﹤0.01% 3107
2018
Q2 		$1.07M Buy
+8,800
New +$1.07M ﹤0.01% 2570

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's IWD Position: Q1 2026 in Review

Jim Simons increased its iShares Russell 1000 Value ETF (IWD) stake by 2,923% in Q1 2026, buying an estimated $19.8M and bringing the position to 93,700 shares worth $20M. The position accounts for 0.03% of the portfolio, ranked #643.

Jim Simons first reported a position in IWD in Q2 2018 and has held it in 16 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Jim Simons held 93,700 shares of iShares Russell 1000 Value ETF worth $20M as of Q1 2026.
  • Jim Simons bought 90,600 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $19.8M.
  • iShares Russell 1000 Value ETF made up 0.03% of Jim Simons's portfolio in Q1 2026, its #643 holding.
  • Jim Simons first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 16 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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