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
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Jim Simons's IWM Position: Q2 2025 in Review

Jim Simons sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 65,300 shares — an estimated $13M sold.

Jim Simons first reported a position in IWM in Q1 2018 and held it in 10 quarters. The position peaked at $13M in Q1 2025. 2,365 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Jim Simons reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 65,300 iShares Russell 2000 ETF shares in Q2 2025, an estimated $13M.
Jim Simons first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 10 quarters.
Jim Simons's iShares Russell 2000 ETF position peaked at $13M in Q1 2025.
2,365 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.