Jim Simons’s iShares US Consumer Staples ETF IYK Stock Holding History

Jim Simons’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.63M	Buy	+23,300	New	+$1.67M	﹤0.01%	2005
2025 Q4	–	Sell	-4,800	Closed	-$328K	–	3501
2025 Q3	$328K	Buy	+4,800	New	+$335K	﹤0.01%	2964
2024 Q1	–	Sell	-17,700	Closed	-$1.13M	–	3888
2023 Q4	$1.13M	Buy	+17,700	New	+$1.1M	﹤0.01%	2326
2023 Q1	–	Sell	-12,300	Closed	-$831K	–	4202
2022 Q4	$831K	Buy	12,300 +6,300	+105%	+$415K	﹤0.01%	2641
2022 Q3	$360K	Buy	+6,000	New	+$394K	﹤0.01%	3113
2022 Q2	–	Sell	-26,400	Closed	-$1.76M	–	4406
2022 Q1	$1.76M	Buy	+26,400	New	+$1.76M	﹤0.01%	2325
2018 Q2	–	Sell	-5,700	Closed	-$226K	–	3406
2018 Q1	$226K	Buy	+5,700	New	+$236K	﹤0.01%	3152

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jim Simons's IYK Position: Q1 2026 in Review

Jim Simons opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 23,300 shares worth $1.63M. The stake represents ﹤0.01% of the portfolio and ranks #2005 among its holdings. This is a return to the name: Jim Simons previously reported a position in IYK as recently as Q3 2025.

Jim Simons first reported a position in IYK in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2022. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Jim Simons held 23,300 shares of iShares US Consumer Staples ETF worth $1.63M as of Q1 2026.
iShares US Consumer Staples ETF was a new Jim Simons position in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2005 holding.
Jim Simons first reported a position in iShares US Consumer Staples ETF in Q1 2018 and has held it in 7 quarters since.
Jim Simons's iShares US Consumer Staples ETF position peaked at $1.76M in Q1 2022.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

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