Jim Simons’s iShares Russell 2000 Value ETF IWN Stock Holding History

Jim Simons’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Buy	+1,636	New	+$342K	﹤0.01%	2719
2026 Q1	–	Sell	-6,700	Closed	-$1.21M	–	3472
2025 Q4	$1.21M	Buy	+6,700	New	+$1.2M	﹤0.01%	2175
2025 Q3	–	Sell	-6,900	Closed	-$1.09M	–	3703
2025 Q2	$1.09M	Buy	+6,900	New	+$1.03M	﹤0.01%	2473
2022 Q4	–	Sell	-5,700	Closed	-$735K	–	4257
2022 Q3	$735K	Buy	5,700 +2,400	+73%	+$347K	﹤0.01%	2686
2022 Q2	$449K	Buy	+3,300	New	+$491K	﹤0.01%	3217
2021 Q4	–	Sell	-8,800	Closed	-$1.41M	–	4072
2021 Q3	$1.41M	Buy	8,800 +1,200	+16%	+$193K	﹤0.01%	2356
2021 Q2	$1.26M	Sell	7,600 -7,100	-48%	-$1.17M	﹤0.01%	2552
2021 Q1	$2.34M	Buy	+14,700	New	+$2.22M	﹤0.01%	2121
2019 Q4	–	Sell	-4,500	Closed	-$537K	–	3622
2019 Q3	$537K	Buy	+4,500	New	+$532K	﹤0.01%	2846
2019 Q2	–	Sell	-4,800	Closed	-$576K	–	3650
2019 Q1	$576K	Buy	+4,800	New	+$573K	﹤0.01%	2880
2018 Q3	–	Sell	-9,800	Closed	-$1.29M	–	3447
2018 Q2	$1.29M	Buy	+9,800	New	+$1.26M	﹤0.01%	2487

Other funds holding IWN

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Wealth Investment Management New York $15B AUM

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jim Simons's IWN Position: Q2 2026 in Review

Jim Simons opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,636 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #2719 among its holdings. This is a return to the name: Jim Simons previously reported a position in IWN as recently as Q4 2025.

Jim Simons first reported a position in IWN in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.34M in Q1 2021. 1,083 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Jim Simons held 1,636 shares of iShares Russell 2000 Value ETF worth $362K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Jim Simons position in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2719 holding.
Jim Simons first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and has held it in 11 quarters since.
Jim Simons's iShares Russell 2000 Value ETF position peaked at $2.34M in Q1 2021.
1,083 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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