Jim Simons
SMMD icon

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
Q2 		$323K Sell
3,525
-1,475
-30% -$127K ﹤0.01% 2751
2026
Q1 		$382K Buy
+5,000
New +$394K ﹤0.01% 2715

Other funds holding SMMD

Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jim Simons's SMMD Position: Q2 2026 in Review

Jim Simons reduced its iShares Russell 2500 ETF (SMMD) stake by 30% in Q2 2026, selling an estimated $127K and leaving 3,525 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Jim Simons first reported a position in SMMD in Q1 2026 and has held it in 2 quarters since. The position peaked at $382K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Jim Simons held 3,525 shares of iShares Russell 2500 ETF worth $323K as of Q2 2026.
  • Jim Simons sold 1,475 iShares Russell 2500 ETF shares in Q2 2026, an estimated $127K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2751 holding.
  • Jim Simons first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 2 quarters since.
  • Jim Simons's iShares Russell 2500 ETF position peaked at $382K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

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