Jim Simons
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Jim Simons’s iShares US Financials ETF IYF Stock Holding History

Jim Simons’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$671K Sell
5,700
-10,000
-64% -$1.24M ﹤0.01% 2468
2025
Q4 		$2.02M Buy
15,700
+2,100
+15% +$263K ﹤0.01% 1859
2025
Q3 		$1.72M Sell
13,600
-10,300
-43% -$1.27M ﹤0.01% 2169
2025
Q2 		$2.89M Buy
+23,900
New +$2.69M ﹤0.01% 1878
2025
Q1 		– Sell
-14,300
Closed -$1.58M – 3660
2024
Q4 		$1.58M Buy
14,300
+6,200
+77% +$690K ﹤0.01% 2202
2024
Q3 		$842K Buy
8,100
+5,600
+224% +$562K ﹤0.01% 2548
2024
Q2 		$236K Buy
+2,500
New +$234K ﹤0.01% 2995
2023
Q1 		– Sell
-9,600
Closed -$725K – 4200
2022
Q4 		$725K Buy
+9,600
New +$720K ﹤0.01% 2718
2022
Q3 		– Sell
-4,400
Closed -$308K – 4235
2022
Q2 		$308K Buy
+4,400
New +$336K ﹤0.01% 3443
2022
Q1 		– Sell
-22,700
Closed -$1.97M – 4277
2021
Q4 		$1.97M Buy
22,700
+11,900
+110% +$1.04M ﹤0.01% 2164
2021
Q3 		$892K Buy
10,800
+3,600
+50% +$299K ﹤0.01% 2611
2021
Q2 		$584K Sell
7,200
-11,700
-62% -$940K ﹤0.01% 2904
2021
Q1 		$1.42M Buy
+18,900
New +$1.34M ﹤0.01% 2430
2020
Q1 		– Sell
-3,000
Closed -$207K – 3615
2019
Q4 		$207K Sell
3,000
-8,600
-74% -$571K ﹤0.01% 3188
2019
Q3 		$747K Buy
11,600
+1,200
+12% +$76.2K ﹤0.01% 2707
2019
Q2 		$653K Buy
+10,400
New +$640K ﹤0.01% 2887
2019
Q1 		– Sell
-8,200
Closed -$436K – 3575
2018
Q4 		$436K Buy
+8,200
New +$470K ﹤0.01% 2911

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Simons's IYF Position: Q1 2026 in Review

Jim Simons reduced its iShares US Financials ETF (IYF) stake by 64% in Q1 2026, selling an estimated $1.24M and leaving 5,700 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Jim Simons first reported a position in IYF in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.89M in Q2 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Jim Simons held 5,700 shares of iShares US Financials ETF worth $671K as of Q1 2026.
  • Jim Simons sold 10,000 iShares US Financials ETF shares in Q1 2026, an estimated $1.24M.
  • iShares US Financials ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2468 holding.
  • Jim Simons first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 17 quarters since.
  • Jim Simons's iShares US Financials ETF position peaked at $2.89M in Q2 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

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