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

Jim Simons’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,800
Closed -$1.37M – 3498
2025
Q3 		$1.37M Sell
9,800
-8,300
-46% -$1.13M ﹤0.01% 2318
2025
Q2 		$2.39M Buy
+18,100
New +$2.27M ﹤0.01% 2004
2025
Q1 		– Sell
-11,900
Closed -$1.54M – 3658
2024
Q4 		$1.54M Buy
+11,900
New +$1.59M ﹤0.01% 2220
2024
Q2 		– Sell
-16,400
Closed -$2.06M – 3736
2024
Q1 		$2.06M Buy
+16,400
New +$1.93M ﹤0.01% 2016
2023
Q1 		– Sell
-10,200
Closed -$1.07M – 4193
2022
Q4 		$1.07M Buy
10,200
+7,300
+252% +$766K ﹤0.01% 2488
2022
Q3 		$279K Hold
2,900
– – ﹤0.01% 3246
2022
Q2 		$295K Buy
+2,900
New +$324K ﹤0.01% 3463
2022
Q1 		– Sell
-13,603
Closed -$1.67M – 4270
2021
Q4 		$1.67M Buy
13,603
+3,803
+39% +$454K ﹤0.01% 2284
2021
Q3 		$1.11M Buy
+9,800
New +$1.13M ﹤0.01% 2490
2021
Q1 		– Sell
-2,400
Closed -$233K – 3512
2020
Q4 		$233K Sell
2,400
-4,700
-66% -$424K ﹤0.01% 3097
2020
Q3 		$574K Sell
7,100
-1,100
-13% -$89K ﹤0.01% 2767
2020
Q2 		$628K Buy
8,200
+2,700
+49% +$197K ﹤0.01% 2782
2020
Q1 		$352K Buy
+5,500
New +$470K ﹤0.01% 2911
2019
Q4 		– Sell
-7,200
Closed -$646K – 3623
2019
Q3 		$646K Sell
7,200
-3,518
-33% -$312K ﹤0.01% 2771
2019
Q2 		$955K Buy
10,718
+6,900
+181% +$606K ﹤0.01% 2702
2019
Q1 		$332K Sell
3,818
-15,400
-80% -$1.3M ﹤0.01% 3060
2018
Q4 		$1.47M Buy
+19,218
New +$1.61M ﹤0.01% 2391
2018
Q3 		– Sell
-12,018
Closed -$1.06M – 3448
2018
Q2 		$1.06M Buy
12,018
+1,600
+15% +$141K ﹤0.01% 2573
2018
Q1 		$900K Buy
+10,418
New +$924K ﹤0.01% 2695

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jim Simons's IWS Position: Q4 2025 in Review

Jim Simons sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 9,800 shares — an estimated $1.37M sold.

Jim Simons first reported a position in IWS in Q1 2018 and held it in 19 quarters. The position peaked at $2.39M in Q2 2025. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • Jim Simons reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 9,800 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $1.37M.
  • Jim Simons first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and held it in 19 quarters.
  • Jim Simons's iShares Russell Mid-Cap Value ETF position peaked at $2.39M in Q2 2025.
  • 992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.