Balyasny Asset Management
IVW icon

Balyasny Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Balyasny Asset Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,449
Closed -$320K – 3087
2025
Q1 		$320K Buy
+3,449
New +$348K ﹤0.01% 2429

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Morgan Stanley
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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management's IVW Position: Q2 2025 in Review

Balyasny Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 3,449 shares — an estimated $320K sold.

Balyasny Asset Management first reported a position in IVW in Q1 2025 and held it in 1 quarter. The position peaked at $320K in Q1 2025. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Balyasny Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 3,449 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $320K.
  • Balyasny Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Balyasny Asset Management's iShares S&P 500 Growth ETF position peaked at $320K in Q1 2025.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.