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

Jim Simons’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Sell
14,800
-10,400
-41% -$1.09M ﹤0.01% 2080
2026
Q1 		$2.45M Sell
25,200
-9,600
-28% -$959K ﹤0.01% 1789
2025
Q4 		$3.35M Buy
34,800
+12,600
+57% +$1.21M 0.01% 1573
2025
Q3 		$2.14M Sell
22,200
-500
-2% -$47.4K ﹤0.01% 2030
2025
Q2 		$2.09M Buy
22,700
+14,300
+170% +$1.24M ﹤0.01% 2082
2025
Q1 		$715K Sell
8,400
-61,500
-88% -$5.49M ﹤0.01% 2590
2024
Q4 		$6.18M Buy
69,900
+60,400
+636% +$5.48M 0.01% 1314
2024
Q3 		$837K Buy
+9,500
New +$800K ﹤0.01% 2549
2023
Q4 		– Sell
-35,300
Closed -$2.44M – 3918
2023
Q3 		$2.44M Buy
+35,300
New +$2.58M ﹤0.01% 1744
2023
Q1 		– Sell
-4,400
Closed -$297K – 4192
2022
Q4 		$297K Sell
4,400
-2,300
-34% -$155K ﹤0.01% 3223
2022
Q3 		$416K Sell
6,700
-12,600
-65% -$867K ﹤0.01% 3035
2022
Q2 		$1.25M Buy
+19,300
New +$1.37M ﹤0.01% 2559
2022
Q1 		– Sell
-14,700
Closed -$1.22M – 4269
2021
Q4 		$1.22M Sell
14,700
-11,600
-44% -$952K ﹤0.01% 2503
2021
Q3 		$2.06M Buy
+26,300
New +$2.11M ﹤0.01% 2063
2021
Q2 		– Sell
-9,600
Closed -$710K – 3625
2021
Q1 		$710K Buy
+9,600
New +$694K ﹤0.01% 2765
2020
Q4 		– Sell
-14,200
Closed -$815K – 3552
2020
Q3 		$815K Sell
14,200
-23,400
-62% -$1.33M ﹤0.01% 2614
2020
Q2 		$2.02M Buy
37,600
+32,800
+683% +$1.64M ﹤0.01% 2180
2020
Q1 		$207K Buy
+4,800
New +$264K ﹤0.01% 3093
2019
Q2 		– Sell
-5,800
Closed -$313K – 3651
2019
Q1 		$313K Sell
5,800
-1,600
-22% -$82.9K ﹤0.01% 3078
2018
Q4 		$344K Buy
7,400
+200
+3% +$10.1K ﹤0.01% 2987
2018
Q3 		$397K Sell
7,200
-8,000
-53% -$438K ﹤0.01% 2926
2018
Q2 		$806K Buy
15,200
+3,200
+27% +$168K ﹤0.01% 2686
2018
Q1 		$619K Buy
+12,000
New +$632K ﹤0.01% 2844

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jim Simons's IWR Position: Q2 2026 in Review

Jim Simons reduced its iShares Russell Mid-Cap ETF (IWR) stake by 41% in Q2 2026, selling an estimated $1.09M and leaving 14,800 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Jim Simons first reported a position in IWR in Q1 2018 and has held it in 23 quarters since. The position peaked at $6.18M in Q4 2024. 1,600 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Jim Simons held 14,800 shares of iShares Russell Mid-Cap ETF worth $1.63M as of Q2 2026.
  • Jim Simons sold 10,400 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.09M.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2080 holding.
  • Jim Simons first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 23 quarters since.
  • Jim Simons's iShares Russell Mid-Cap ETF position peaked at $6.18M in Q4 2024.
  • 1,600 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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