Jim Simons
IWY icon

Jim Simons’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Jim Simons’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.3M Buy
21,280
+20,440
+2,433% +$5.42M 0.01% 1347
2025
Q4 		$233K Sell
840
-8,560
-91% -$2.37M ﹤0.01% 2849
2025
Q3 		$2.57M Buy
+9,400
New +$2.43M ﹤0.01% 1907
2025
Q1 		– Sell
-12,000
Closed -$2.82M – 3659
2024
Q4 		$2.82M Buy
+12,000
New +$2.76M ﹤0.01% 1826
2024
Q3 		– Sell
-16,700
Closed -$3.58M – 3711
2024
Q2 		$3.58M Buy
16,700
+8,100
+94% +$1.61M 0.01% 1517
2024
Q1 		$1.68M Sell
8,600
-5,000
-37% -$935K ﹤0.01% 2146
2023
Q4 		$2.38M Buy
+13,600
New +$2.23M ﹤0.01% 1845
2023
Q3 		– Sell
-7,400
Closed -$1.17M – 3888
2023
Q2 		$1.17M Buy
7,400
+3,598
+95% +$525K ﹤0.01% 2375
2023
Q1 		$528K Buy
+3,802
New +$494K ﹤0.01% 2861
2022
Q3 		– Sell
-5,800
Closed -$726K – 4232
2022
Q2 		$726K Buy
+5,800
New +$796K ﹤0.01% 2913
2022
Q1 		– Sell
-11,500
Closed -$1.99M – 4273
2021
Q4 		$1.99M Buy
11,500
+900
+8% +$150K ﹤0.01% 2149
2021
Q3 		$1.62M Buy
10,600
+7,500
+242% +$1.18M ﹤0.01% 2257
2021
Q2 		$467K Buy
+3,100
New +$444K ﹤0.01% 2989
2020
Q4 		– Sell
-11,600
Closed -$1.41M – 3554
2020
Q3 		$1.41M Buy
11,600
+4,600
+66% +$542K ﹤0.01% 2317
2020
Q2 		$746K Buy
+7,000
New +$686K ﹤0.01% 2701
2020
Q1 		– Sell
-5,100
Closed -$493K – 3612
2019
Q4 		$493K Buy
+5,100
New +$466K ﹤0.01% 2906
2019
Q3 		– Sell
-3,700
Closed -$317K – 3562
2019
Q2 		$317K Buy
+3,700
New +$311K ﹤0.01% 3159

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Jim Simons's IWY Position: Q1 2026 in Review

Jim Simons increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2,433% in Q1 2026, buying an estimated $5.42M and bringing the position to 21,280 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #1347.

Jim Simons first reported a position in IWY in Q2 2019 and has held it in 17 quarters since. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Jim Simons held 21,280 shares of iShares Russell Top 200 Growth ETF worth $5.3M as of Q1 2026.
  • Jim Simons bought 20,440 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $5.42M.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1347 holding.
  • Jim Simons first reported a position in iShares Russell Top 200 Growth ETF in Q2 2019 and has held it in 17 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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