Balyasny Asset Management
IWD icon

Balyasny Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Balyasny Asset Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-200,000
Closed -$24M – 1950
2018
Q1 		$24M Buy
+200,000
New +$24.9M 0.1% 283
2017
Q4 		– Sell
-186,500
Closed -$22.1M – 2177
2017
Q3 		$22.1M Buy
+186,500
New +$21.7M 0.09% 300

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Balyasny Asset Management's IWD Position: Q4 2025 in Review

Balyasny Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 14,826 shares — an estimated $3.02M sold.

Balyasny Asset Management first reported a position in IWD in Q2 2021 and held it in 5 quarters. The position peaked at $40.6M in Q2 2021. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Balyasny Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 14,826 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $3.02M.
  • Balyasny Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 5 quarters.
  • Balyasny Asset Management's iShares Russell 1000 Value ETF position peaked at $40.6M in Q2 2021.
  • 1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.