Jim Simons’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Jim Simons’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,800	Closed	-$825K	–	3704
2025 Q2	$825K	Buy	+9,800	New	+$789K	﹤0.01%	2600
2024 Q4	–	Sell	-9,200	Closed	-$748K	–	3730
2024 Q3	$748K	Buy	9,200 +700	+8%	+$54.6K	﹤0.01%	2601
2024 Q2	$636K	Sell	8,500 -10,700	-56%	-$800K	﹤0.01%	2582
2024 Q1	$1.47M	Buy	19,200 +4,900	+34%	+$354K	﹤0.01%	2240
2023 Q4	$1M	Buy	14,300 +10,900	+321%	+$723K	﹤0.01%	2412
2023 Q3	$222K	Sell	3,400 -5,300	-61%	-$360K	﹤0.01%	3051
2023 Q2	$587K	Buy	+8,700	New	+$572K	﹤0.01%	2783
2022 Q1	–	Sell	-5,500	Closed	-$385K	–	4272
2021 Q4	$385K	Buy	+5,500	New	+$376K	﹤0.01%	3215

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

FCIS

First Citizens Investor Services Raleigh, North Carolina $262M AUM

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Jim Simons's IWX Position: Q3 2025 in Review

Jim Simons sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2025, closing a stake of 9,800 shares — an estimated $825K sold.

Jim Simons first reported a position in IWX in Q4 2021 and held it in 8 quarters. The position peaked at $1.47M in Q1 2024. 211 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

Jim Simons reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 9,800 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $825K.
Jim Simons first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and held it in 8 quarters.
Jim Simons's iShares Russell Top 200 Value ETF position peaked at $1.47M in Q1 2024.
211 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.