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
Q2 		$5.76M Buy
+13,520
New +$5.57M 0.01% 1377
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 -$2.78M – 4271
2021
Q4 		$2.78M 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 		$1.22M 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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UNC Management Company
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jim Simons's IWV Position: Q2 2026 in Review

Jim Simons opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 13,520 shares worth $5.76M. The stake represents 0.01% of the portfolio and ranks #1377 among its holdings. This is a return to the name: Jim Simons previously reported a position in IWV as recently as Q4 2025.

Jim Simons first reported a position in IWV in Q2 2018 and has held it in 19 quarters since. 915 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Jim Simons held 13,520 shares of iShares Russell 3000 ETF worth $5.76M as of Q2 2026.
  • iShares Russell 3000 ETF was a new Jim Simons position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1377 holding.
  • Jim Simons first reported a position in iShares Russell 3000 ETF in Q2 2018 and has held it in 19 quarters since.
  • 915 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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