Balyasny Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Balyasny Asset Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.3M	Sell	250,700 -558,200	-69%	-$157M	0.09%	251
2026 Q1	$201M	Buy	808,900 +214,400	+36%	+$55.3M	0.26%	64
2025 Q4	$146M	Sell	594,500 -60,200	-9%	-$14.8M	0.19%	111
2025 Q3	$158M	Sell	654,700 -1,121,100	-63%	-$257M	0.2%	92
2025 Q2	$383M	Buy	1,775,800 +103,300	+6%	+$20.8M	0.58%	17
2025 Q1	$334M	Buy	1,672,500 +33,800	+2%	+$7.33M	0.55%	24
2024 Q4	$362M	Sell	1,638,700 -1,225,900	-43%	-$280M	0.54%	21
2024 Q3	$633M	Sell	2,864,600 -2,045,300	-42%	-$438M	1.03%	6
2024 Q2	$996M	Buy	4,909,900 +2,377,600	+94%	+$481M	1.74%	3
2024 Q1	$533M	Buy	2,532,300 +1,682,100	+198%	+$336M	0.93%	8
2023 Q4	$171M	Buy	850,200 +707,300	+495%	+$127M	0.32%	42
2023 Q3	$25.3M	Sell	142,900 -91,400	-39%	-$17.2M	0.05%	497
2023 Q2	$43.9M	Sell	234,300 -81,700	-26%	-$14.6M	0.1%	285
2023 Q1	$56.4M	Buy	316,000 +289,000	+1,070%	+$53.2M	0.14%	184
2022 Q4	$4.71M	Sell	27,000 -98,000	-78%	-$17.4M	0.01%	1065
2022 Q3	$20.6M	Buy	125,000 +25,000	+25%	+$4.56M	0.06%	422
2022 Q2	$16.9M	Sell	100,000 -115,000	-53%	-$21.2M	0.06%	479
2022 Q1	$44.1M	Sell	215,000 -420,000	-66%	-$85.7M	0.14%	176
2021 Q4	$141M	Buy	635,000 +585,000	+1,170%	+$132M	0.48%	17
2021 Q3	$10.9M	Buy	+50,000	New	+$11.1M	0.05%	537
2021 Q2	–	Sell	-100,000	Closed	-$22.1M	–	2149
2021 Q1	$22.1M	Sell	100,000 -157,500	-61%	-$34.4M	0.11%	251
2020 Q4	$50.5M	Buy	257,500 +127,500	+98%	+$22.3M	0.28%	77
2020 Q3	$19.5M	Buy	130,000 +30,000	+30%	+$4.51M	0.14%	193
2020 Q2	$14.3M	Buy	+100,000	New	+$13.1M	0.12%	252
2017 Q4	–	Sell	-200,000	Closed	-$29.6M	–	2178
2017 Q3	$29.6M	Buy	+200,000	New	+$28.1M	0.12%	235
2016 Q3	–	Sell	-200,000	Closed	-$23M	–	1133
2016 Q2	$23M	Buy	+200,000	New	+$22.6M	0.15%	176
2015 Q3	–	Sell	-200,000	Closed	-$25M	–	1260
2015 Q2	$25M	Buy	+200,000	New	+$25M	0.15%	170

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Balyasny Asset Management's IWM Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 99,639 shares worth $29.9M. The stake represents 0.04% of the portfolio and ranks #546 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in IWM as recently as Q4 2025.

Balyasny Asset Management first reported a position in IWM in Q2 2013 and has held it in 33 quarters since. The position peaked at $800M in Q2 2023. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Balyasny Asset Management held 99,639 shares of iShares Russell 2000 ETF worth $29.9M as of Q2 2026.
iShares Russell 2000 ETF was a new Balyasny Asset Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Balyasny Asset Management's portfolio in Q2 2026, its #546 holding.
Balyasny Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 33 quarters since.
Balyasny Asset Management's iShares Russell 2000 ETF position peaked at $800M in Q2 2023.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.