Jim Simons’s iShares US Energy ETF IYE Stock Holding History

Jim Simons’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.77M	Buy	+73,700	New	+$4.18M	0.01%	1413
2025 Q4	–	Sell	-29,000	Closed	-$1.38M	–	3500
2025 Q3	$1.38M	Buy	29,000 +24,100	+492%	+$1.12M	﹤0.01%	2315
2025 Q2	$222K	Sell	4,900 -13,200	-73%	-$583K	﹤0.01%	3143
2025 Q1	$892K	Buy	18,100 +1,700	+10%	+$81K	﹤0.01%	2485
2024 Q4	$747K	Buy	+16,400	New	+$786K	﹤0.01%	2642
2024 Q2	–	Sell	-31,700	Closed	-$1.57M	–	3739
2024 Q1	$1.57M	Buy	+31,700	New	+$1.43M	﹤0.01%	2187
2023 Q4	–	Sell	-6,900	Closed	-$327K	–	3919
2023 Q3	$327K	Buy	+6,900	New	+$318K	﹤0.01%	2889
2021 Q2	–	Sell	-12,900	Closed	-$338K	–	3627
2021 Q1	$338K	Buy	+12,900	New	+$317K	﹤0.01%	3024
2020 Q2	–	Sell	-35,600	Closed	-$545K	–	3604
2020 Q1	$545K	Buy	+35,600	New	+$897K	﹤0.01%	2720
2019 Q2	–	Sell	-7,500	Closed	-$270K	–	3652
2019 Q1	$270K	Sell	7,500 -23,500	-76%	-$822K	﹤0.01%	3127
2018 Q4	$966K	Buy	+31,000	New	+$1.14M	﹤0.01%	2588

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Jim Simons's IYE Position: Q1 2026 in Review

Jim Simons opened a new position in iShares US Energy ETF (IYE) in Q1 2026: 73,700 shares worth $4.77M. The stake represents 0.01% of the portfolio and ranks #1413 among its holdings. This is a return to the name: Jim Simons previously reported a position in IYE as recently as Q3 2025.

Jim Simons first reported a position in IYE in Q4 2018 and has held it in 11 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Jim Simons held 73,700 shares of iShares US Energy ETF worth $4.77M as of Q1 2026.
iShares US Energy ETF was a new Jim Simons position in Q1 2026.
iShares US Energy ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1413 holding.
Jim Simons first reported a position in iShares US Energy ETF in Q4 2018 and has held it in 11 quarters since.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

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