Jim Simons
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Jim Simons’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Jim Simons’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,200
Closed -$330K – 3477
2025
Q4 		$330K Sell
3,200
-1,500
-32% -$154K ﹤0.01% 2729
2025
Q3 		$493K Buy
4,700
+2,100
+81% +$215K ﹤0.01% 2800
2025
Q2 		$259K Buy
+2,600
New +$241K ﹤0.01% 3086
2024
Q3 		– Sell
-9,600
Closed -$780K – 3712
2024
Q2 		$780K Sell
9,600
-1,300
-12% -$103K ﹤0.01% 2463
2024
Q1 		$893K Buy
10,900
+2,400
+28% +$187K ﹤0.01% 2552
2023
Q4 		$644K Buy
8,500
+1,800
+27% +$126K ﹤0.01% 2662
2023
Q3 		$449K Buy
+6,700
New +$473K ﹤0.01% 2754
2023
Q1 		– Sell
-5,200
Closed -$296K – 4199
2022
Q4 		$296K Buy
+5,200
New +$311K ﹤0.01% 3226
2022
Q2 		– Sell
-7,300
Closed -$548K – 4405
2022
Q1 		$548K Buy
7,300
+1,700
+30% +$128K ﹤0.01% 3125
2021
Q4 		$470K Sell
5,600
-300
-5% -$24.8K ﹤0.01% 3108
2021
Q3 		$456K Buy
5,900
+1,100
+23% +$86.5K ﹤0.01% 2926
2021
Q2 		$373K Sell
4,800
-13,600
-74% -$1.04M ﹤0.01% 3076
2021
Q1 		$1.38M Buy
18,400
+11,500
+167% +$837K ﹤0.01% 2449
2020
Q4 		$486K Buy
+6,900
New +$458K ﹤0.01% 2828
2018
Q4 		– Sell
-10,800
Closed -$572K – 3496
2018
Q3 		$572K Buy
10,800
+3,200
+42% +$163K ﹤0.01% 2808
2018
Q2 		$368K Hold
7,600
– – ﹤0.01% 2917
2018
Q1 		$346K Sell
7,600
-800
-10% -$37.6K ﹤0.01% 3023
2017
Q4 		$376K Buy
+8,400
New +$358K ﹤0.01% 2957

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's IYC Position: Q1 2026 in Review

Jim Simons sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2026, closing a stake of 3,200 shares — an estimated $330K sold.

Jim Simons first reported a position in IYC in Q4 2017 and held it in 18 quarters. The position peaked at $1.38M in Q1 2021. 252 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • Jim Simons reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 3,200 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $330K.
  • Jim Simons first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and held it in 18 quarters.
  • Jim Simons's iShares US Consumer Discretionary ETF position peaked at $1.38M in Q1 2021.
  • 252 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

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