Jim Simons
IWP icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jim Simons's IWP Position: Q1 2026 in Review

Jim Simons sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 31,300 shares — an estimated $4.29M sold.

Jim Simons first reported a position in IWP in Q3 2018 and held it in 15 quarters. The position peaked at $5.64M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Jim Simons reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 31,300 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $4.29M.
  • Jim Simons first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and held it in 15 quarters.
  • Jim Simons's iShares Russell Mid-Cap Growth ETF position peaked at $5.64M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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