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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

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

TCIIS

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

VNIM

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Jim Simons's IWN Position: Q1 2026 in Review

Jim Simons sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 6,700 shares — an estimated $1.21M sold.

Jim Simons first reported a position in IWN in Q2 2018 and held it in 10 quarters. The position peaked at $2.34M in Q1 2021. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Jim Simons reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 6,700 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.21M.
Jim Simons first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and held it in 10 quarters.
Jim Simons's iShares Russell 2000 Value ETF position peaked at $2.34M in Q1 2021.
1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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