Jim Simons’s iShares US Telecommunications ETF IYZ Stock Holding History

Jim Simons’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,200	Closed	-$458K	–	3502
2025 Q3	$458K	Sell	14,200 -68,300	-83%	-$2.1M	﹤0.01%	2838
2025 Q2	$2.46M	Sell	82,500 -120,700	-59%	-$3.32M	﹤0.01%	1982
2025 Q1	$5.57M	Buy	203,200 +110,700	+120%	+$3.06M	0.01%	1365
2024 Q4	$2.48M	Buy	+92,500	New	+$2.47M	﹤0.01%	1916
2024 Q2	–	Sell	-47,800	Closed	-$1.05M	–	3744
2024 Q1	$1.05M	Buy	+47,800	New	+$1.07M	﹤0.01%	2457
2023 Q3	–	Sell	-50,300	Closed	-$1.11M	–	3890
2023 Q2	$1.11M	Buy	+50,300	New	+$1.1M	﹤0.01%	2407
2023 Q1	–	Sell	-9,800	Closed	-$220K	–	4204
2022 Q4	$220K	Buy	+9,800	New	+$219K	﹤0.01%	3372

Other funds holding IYZ

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

Jim Simons's IYZ Position: Q4 2025 in Review

Jim Simons sold out of iShares US Telecommunications ETF (IYZ) in Q4 2025, closing a stake of 14,200 shares — an estimated $458K sold.

Jim Simons first reported a position in IYZ in Q4 2022 and held it in 7 quarters. The position peaked at $5.57M in Q1 2025. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

Jim Simons reported no remaining iShares US Telecommunications ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 14,200 iShares US Telecommunications ETF shares in Q4 2025, an estimated $458K.
Jim Simons first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 7 quarters.
Jim Simons's iShares US Telecommunications ETF position peaked at $5.57M in Q1 2025.
169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.