Jim Simons’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jim Simons’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.84M	Buy	+33,029	New	+$4.55M	0.01%	1486
2026 Q1	–	Sell	-31,300	Closed	-$4.29M	–	3474
2025 Q4	$4.29M	Buy	31,300 +24,300	+347%	+$3.4M	0.01%	1392
2025 Q3	$997K	Sell	7,000 -2,700	-28%	-$382K	﹤0.01%	2481
2025 Q2	$1.35M	Buy	+9,700	New	+$1.23M	﹤0.01%	2343
2025 Q1	–	Sell	-44,500	Closed	-$5.64M	–	3657
2024 Q4	$5.64M	Buy	+44,500	New	+$5.66M	0.01%	1371
2024 Q3	–	Sell	-3,900	Closed	-$430K	–	3710
2024 Q2	$430K	Buy	+3,900	New	+$428K	﹤0.01%	2763
2023 Q3	–	Sell	-10,700	Closed	-$1.03M	–	3887
2023 Q2	$1.03M	Buy	+10,700	New	+$975K	﹤0.01%	2449
2023 Q1	–	Sell	-12,500	Closed	-$1.04M	–	4191
2022 Q4	$1.04M	Buy	12,500 +5,700	+84%	+$480K	﹤0.01%	2508
2022 Q3	$533K	Buy	+6,800	New	+$585K	﹤0.01%	2894
2022 Q1	–	Sell	-11,300	Closed	-$1.3M	–	4268
2021 Q4	$1.3M	Buy	+11,300	New	+$1.32M	﹤0.01%	2460
2021 Q3	–	Sell	-12,600	Closed	-$1.43M	–	3649
2021 Q2	$1.43M	Sell	12,600 -1,300	-9%	-$139K	﹤0.01%	2472
2021 Q1	$1.42M	Buy	+13,900	New	+$1.45M	﹤0.01%	2429
2020 Q3	–	Sell	-26,600	Closed	-$2.1M	–	3514
2020 Q2	$2.1M	Buy	26,600 +16,000	+151%	+$1.16M	﹤0.01%	2161
2020 Q1	$644K	Buy	10,600 +3,000	+39%	+$219K	﹤0.01%	2641
2019 Q4	$580K	Buy	+7,600	New	+$557K	﹤0.01%	2845
2018 Q4	–	Sell	-12,600	Closed	-$854K	–	3494
2018 Q3	$854K	Buy	+12,600	New	+$838K	﹤0.01%	2667

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Jim Simons's IWP Position: Q2 2026 in Review

Jim Simons opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 33,029 shares worth $4.84M. The stake represents 0.01% of the portfolio and ranks #1486 among its holdings. This is a return to the name: Jim Simons previously reported a position in IWP as recently as Q4 2025.

Jim Simons first reported a position in IWP in Q3 2018 and has held it in 16 quarters since. The position peaked at $5.64M in Q4 2024. 1,223 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Jim Simons held 33,029 shares of iShares Russell Mid-Cap Growth ETF worth $4.84M as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Jim Simons position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1486 holding.
Jim Simons first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 16 quarters since.
Jim Simons's iShares Russell Mid-Cap Growth ETF position peaked at $5.64M in Q4 2024.
1,223 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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