Jim Simons
IWV icon

Jim Simons’s iShares Russell 3000 ETF IWV Stock Holding History

Jim Simons’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,680
Closed -$2.97M – 3475
2025
Q4 		$2.97M Buy
7,680
+1,380
+22% +$530K ﹤0.01% 1632
2025
Q3 		$2.39M Buy
6,300
+200
+3% +$72.9K ﹤0.01% 1951
2025
Q2 		$2.14M Buy
6,100
+2,300
+61% +$747K ﹤0.01% 2066
2025
Q1 		$1.21M Sell
3,800
-7,500
-66% -$2.51M ﹤0.01% 2291
2024
Q4 		$3.78M Buy
11,300
+5,600
+98% +$1.89M 0.01% 1624
2024
Q3 		$1.86M Sell
5,700
-1,800
-24% -$567K ﹤0.01% 2068
2024
Q2 		$2.32M Sell
7,500
-2,200
-23% -$657K ﹤0.01% 1792
2024
Q1 		$2.91M Buy
9,700
+3,100
+47% +$884K ﹤0.01% 1787
2023
Q4 		$1.81M Buy
6,600
+900
+16% +$229K ﹤0.01% 2014
2023
Q3 		$1.4M Sell
5,700
-2,200
-28% -$562K ﹤0.01% 2084
2023
Q2 		$2.01M Buy
+7,900
New +$1.9M ﹤0.01% 1998
2022
Q1 		– Sell
-10,000
Closed -$2.77M – 4271
2021
Q4 		$2.77M Buy
10,000
+7,000
+233% +$1.9M ﹤0.01% 1905
2021
Q3 		$765K Buy
+3,000
New +$785K ﹤0.01% 2689
2021
Q2 		– Sell
-2,500
Closed -$593K – 3626
2021
Q1 		$593K Buy
+2,500
New +$581K ﹤0.01% 2842
2020
Q4 		– Sell
-5,800
Closed -$1.14M – 3553
2020
Q3 		$1.14M Buy
+5,800
New +$1.12M ﹤0.01% 2449
2020
Q2 		– Sell
-5,800
Closed -$860K – 3602
2020
Q1 		$860K Sell
5,800
-700
-11% -$125K ﹤0.01% 2499
2019
Q4 		$1.23M Buy
+6,500
New +$1.17M ﹤0.01% 2534
2018
Q3 		– Sell
-6,900
Closed -$1.12M – 3449
2018
Q2 		$1.12M Buy
+6,900
New +$1.11M ﹤0.01% 2557

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jim Simons's IWV Position: Q1 2026 in Review

Jim Simons sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 7,680 shares — an estimated $2.97M sold.

Jim Simons first reported a position in IWV in Q2 2018 and held it in 18 quarters. The position peaked at $3.78M in Q4 2024. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Jim Simons reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 7,680 iShares Russell 3000 ETF shares in Q1 2026, an estimated $2.97M.
  • Jim Simons first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 18 quarters.
  • Jim Simons's iShares Russell 3000 ETF position peaked at $3.78M in Q4 2024.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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