Jim Simons
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Jim Simons’s iShares US Healthcare ETF IYH Stock Holding History

Jim Simons’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$998K Buy
+14,900
New +$932K ﹤0.01% 2311
2026
Q1 		– Sell
-16,100
Closed -$1.05M – 3478
2025
Q4 		$1.05M Buy
16,100
+4,000
+33% +$252K ﹤0.01% 2248
2025
Q3 		$711K Sell
12,100
-11,200
-48% -$638K ﹤0.01% 2651
2025
Q2 		$1.32M Buy
+23,300
New +$1.31M ﹤0.01% 2357
2024
Q4 		– Sell
-15,300
Closed -$994K – 3732
2024
Q3 		$994K Buy
+15,300
New +$978K ﹤0.01% 2450
2024
Q2 		– Sell
-15,800
Closed -$978K – 3741
2024
Q1 		$978K Buy
15,800
+7,800
+98% +$469K ﹤0.01% 2503
2023
Q4 		$458K Buy
8,000
+3,500
+78% +$191K ﹤0.01% 2819
2023
Q3 		$243K Buy
+4,500
New +$251K ﹤0.01% 3024
2023
Q2 		– Sell
-10,000
Closed -$546K – 4090
2023
Q1 		$546K Sell
10,000
-500
-5% -$27.4K ﹤0.01% 2838
2022
Q4 		$596K Buy
10,500
+4,500
+75% +$248K ﹤0.01% 2851
2022
Q3 		$304K Buy
+6,000
New +$324K ﹤0.01% 3205
2022
Q1 		– Sell
-23,500
Closed -$1.41M – 4279
2021
Q4 		$1.41M Buy
23,500
+12,000
+104% +$686K ﹤0.01% 2411
2021
Q3 		$635K Buy
+11,500
New +$658K ﹤0.01% 2784
2020
Q1 		– Sell
-5,000
Closed -$216K – 3616
2019
Q4 		$216K Buy
+5,000
New +$202K ﹤0.01% 3176

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Jim Simons's IYH Position: Q2 2026 in Review

Jim Simons opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 14,900 shares worth $998K. The stake represents ﹤0.01% of the portfolio and ranks #2311 among its holdings. This is a return to the name: Jim Simons previously reported a position in IYH as recently as Q4 2025.

Jim Simons first reported a position in IYH in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.41M in Q4 2021. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Jim Simons held 14,900 shares of iShares US Healthcare ETF worth $998K as of Q2 2026.
  • iShares US Healthcare ETF was a new Jim Simons position in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2311 holding.
  • Jim Simons first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 14 quarters since.
  • Jim Simons's iShares US Healthcare ETF position peaked at $1.41M in Q4 2021.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.