Jim Simons
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Jim Simons’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Jim Simons’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,480
Closed -$3.71M – 3473
2025
Q4 		$3.71M Buy
11,480
+10,380
+944% +$3.38M 0.01% 1495
2025
Q3 		$352K Sell
1,100
-2,900
-73% -$875K ﹤0.01% 2938
2025
Q2 		$1.14M Buy
+4,000
New +$1.05M ﹤0.01% 2439
2025
Q1 		– Sell
-800
Closed -$230K – 3656
2024
Q4 		$230K Buy
+800
New +$237K ﹤0.01% 3126
2024
Q3 		– Sell
-3,600
Closed -$945K – 3709
2024
Q2 		$945K Buy
+3,600
New +$935K ﹤0.01% 2354
2023
Q3 		– Sell
-2,600
Closed -$631K – 3886
2023
Q2 		$631K Buy
+2,600
New +$596K ﹤0.01% 2743
2022
Q3 		– Sell
-18,700
Closed -$3.86M – 4231
2022
Q2 		$3.86M Buy
18,700
+17,000
+1,000% +$3.79M ﹤0.01% 1745
2022
Q1 		$435K Buy
+1,700
New +$435K ﹤0.01% 3271
2021
Q3 		– Sell
-15,300
Closed -$4.77M – 3648
2021
Q2 		$4.77M Sell
15,300
-2,700
-15% -$812K 0.01% 1663
2021
Q1 		$5.41M Buy
+18,000
New +$5.59M 0.01% 1606
2020
Q4 		– Sell
-10,400
Closed -$2.3M – 3551
2020
Q3 		$2.3M Buy
10,400
+6,100
+142% +$1.34M ﹤0.01% 2052
2020
Q2 		$890K Buy
+4,300
New +$804K ﹤0.01% 2594
2019
Q3 		– Sell
-3,600
Closed -$723K – 3561
2019
Q2 		$723K Buy
3,600
+600
+20% +$119K ﹤0.01% 2847
2019
Q1 		$590K Buy
+3,000
New +$571K ﹤0.01% 2874
2018
Q4 		– Sell
-8,700
Closed -$1.87M – 3493
2018
Q3 		$1.87M Buy
8,700
+7,200
+480% +$1.53M ﹤0.01% 2308
2018
Q2 		$306K Buy
+1,500
New +$300K ﹤0.01% 2957

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jim Simons's IWO Position: Q1 2026 in Review

Jim Simons sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 11,480 shares — an estimated $3.71M sold.

Jim Simons first reported a position in IWO in Q2 2018 and held it in 16 quarters. The position peaked at $5.41M in Q1 2021. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Jim Simons reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 11,480 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.71M.
  • Jim Simons first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 16 quarters.
  • Jim Simons's iShares Russell 2000 Growth ETF position peaked at $5.41M in Q1 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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