Jim Simons’s iShares Russell 2500 ETF SMMD Stock Holding History

Jim Simons’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$382K	Buy	+5,000	New	+$394K	﹤0.01%	2715

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jim Simons's SMMD Position: Q1 2026 in Review

Jim Simons opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 5,000 shares worth $382K. The stake represents ﹤0.01% of the portfolio and ranks #2715 among its holdings.

233 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Jim Simons held 5,000 shares of iShares Russell 2500 ETF worth $382K as of Q1 2026.
iShares Russell 2500 ETF was a new Jim Simons position in Q1 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2715 holding.
233 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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