Jim Simons
LRGF icon

Jim Simons’s iShares US Equity Factor ETF LRGF Stock Holding History

Jim Simons’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,500
Closed -$587K – 3535
2025
Q3 		$587K Buy
+8,500
New +$565K ﹤0.01% 2723
2025
Q2 		– Sell
-17,900
Closed -$1.04M – 3755
2025
Q1 		$1.04M Sell
17,900
-6,200
-26% -$378K ﹤0.01% 2407
2024
Q4 		$1.45M Buy
24,100
+10,200
+73% +$620K ﹤0.01% 2265
2024
Q3 		$817K Buy
13,900
+2,700
+24% +$153K ﹤0.01% 2566
2024
Q2 		$624K Sell
11,200
-9,400
-46% -$505K ﹤0.01% 2594
2024
Q1 		$1.11M Sell
20,600
-3,700
-15% -$188K ﹤0.01% 2425
2023
Q4 		$1.17M Buy
24,300
+14,000
+136% +$631K ﹤0.01% 2304
2023
Q3 		$446K Buy
+10,300
New +$462K ﹤0.01% 2759
2022
Q1 		– Sell
-4,900
Closed -$228K – 4312
2021
Q4 		$228K Sell
4,900
-2,400
-33% -$107K ﹤0.01% 3463
2021
Q3 		$308K Buy
+7,300
New +$319K ﹤0.01% 3075

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Jim Simons's LRGF Position: Q4 2025 in Review

Jim Simons sold out of iShares US Equity Factor ETF (LRGF) in Q4 2025, closing a stake of 8,500 shares — an estimated $587K sold.

Jim Simons first reported a position in LRGF in Q3 2021 and held it in 10 quarters. The position peaked at $1.45M in Q4 2024. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Jim Simons reported no remaining iShares US Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 8,500 iShares US Equity Factor ETF shares in Q4 2025, an estimated $587K.
  • Jim Simons first reported a position in iShares US Equity Factor ETF in Q3 2021 and held it in 10 quarters.
  • Jim Simons's iShares US Equity Factor ETF position peaked at $1.45M in Q4 2024.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

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