Jim Simons’s iShares Russell 2000 ETF IWM Stock Holding History

Jim Simons’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.3M	Buy	+119,703	New	+$35.2M	0.05%	508
2025 Q2	–	Sell	-65,300	Closed	-$13M	–	3720
2025 Q1	$13M	Buy	+65,300	New	+$14.2M	0.02%	864
2023 Q4	–	Sell	-1,500	Closed	-$265K	–	3917
2023 Q3	$265K	Buy	+1,500	New	+$282K	﹤0.01%	2989
2022 Q3	–	Sell	-38,100	Closed	-$6.45M	–	4230
2022 Q2	$6.45M	Buy	38,100 +16,800	+79%	+$3.1M	0.01%	1378
2022 Q1	$4.37M	Buy	+21,300	New	+$4.34M	0.01%	1694
2021 Q2	–	Sell	-9,700	Closed	-$2.14M	–	3624
2021 Q1	$2.14M	Buy	+9,700	New	+$2.12M	﹤0.01%	2183
2020 Q2	–	Sell	-2,174	Closed	-$249K	–	3601
2020 Q1	$249K	Buy	+2,174	New	+$324K	﹤0.01%	3035
2019 Q3	–	Sell	-11,000	Closed	-$1.71M	–	3560
2019 Q2	$1.71M	Buy	+11,000	New	+$1.7M	﹤0.01%	2408
2018 Q4	–	Sell	-21,100	Closed	-$3.56M	–	3492
2018 Q3	$3.56M	Sell	21,100 -14,000	-40%	-$2.36M	﹤0.01%	1999
2018 Q2	$5.75M	Sell	35,100 -2,800	-7%	-$448K	0.01%	1698
2018 Q1	$5.75M	Buy	+37,900	New	+$5.85M	0.01%	1725

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Jim Simons's IWM Position: Q3 2026 in Review

Jim Simons opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 119,703 shares worth $33.3M. The stake represents 0.05% of the portfolio and ranks #508 among its holdings. This is a return to the name: Jim Simons previously reported a position in IWM as recently as Q1 2025.

Jim Simons first reported a position in IWM in Q1 2018 and has held it in 11 quarters since. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Jim Simons held 119,703 shares of iShares Russell 2000 ETF worth $33.3M as of Q3 2026.
iShares Russell 2000 ETF was a new Jim Simons position in Q3 2026.
iShares Russell 2000 ETF made up 0.05% of Jim Simons's portfolio in Q3 2026, its #508 holding.
Jim Simons first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 11 quarters since.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Renaissance Technologies's 13F filing for Q3 2026, filed 12 Nov 2026.