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 Q1	$1.82B	Buy	7,320,400 +1,591,600	+28%	+$411M	2.35%	3
2025 Q4	$1.41B	Sell	5,728,800 -2,054,200	-26%	-$505M	1.79%	2
2025 Q3	$1.88B	Buy	7,783,000 +1,652,000	+27%	+$379M	2.39%	2
2025 Q2	$1.32B	Sell	6,131,000 -228,500	-4%	-$46M	1.99%	2
2025 Q1	$1.27B	Sell	6,359,500 -1,154,700	-15%	-$250M	2.1%	1
2024 Q4	$1.66B	Buy	7,514,200 +48,800	+0.7%	+$11.1M	2.47%	1
2024 Q3	$1.65B	Buy	7,465,400 +600,700	+9%	+$129M	2.69%	1
2024 Q2	$1.39B	Sell	6,864,700 -72,700	-1%	-$14.7M	2.44%	1
2024 Q1	$1.46B	Buy	6,937,400 +1,196,400	+21%	+$239M	2.55%	1
2023 Q4	$1.15B	Buy	5,741,000 +2,881,300	+101%	+$516M	2.16%	1
2023 Q3	$505M	Buy	2,859,700 +787,100	+38%	+$148M	1.03%	5
2023 Q2	$388M	Buy	2,072,600 +658,300	+47%	+$117M	0.85%	7
2023 Q1	$252M	Buy	1,414,300 +559,300	+65%	+$103M	0.63%	9
2022 Q4	$149M	Sell	855,000 -16,100	-2%	-$2.86M	0.41%	34
2022 Q3	$144M	Sell	871,100 -52,500	-6%	-$9.58M	0.44%	28
2022 Q2	$156M	Sell	923,600 -490,000	-35%	-$90.3M	0.51%	16
2022 Q1	$290M	Buy	1,413,600 +338,600	+31%	+$69.1M	0.92%	7
2021 Q4	$239M	Buy	1,075,000 +620,000	+136%	+$140M	0.82%	5
2021 Q3	$99.5M	Buy	455,000 +445,450	+4,664%	+$98.8M	0.41%	26
2021 Q2	$1.09M	Sell	9,550 -1,539,750	-99%	-$346M	0.01%	1234
2021 Q1	$342M	Sell	1,549,300 -197,700	-11%	-$43.2M	1.69%	3
2020 Q4	$343M	Buy	1,747,000 +1,212,000	+227%	+$212M	1.9%	1
2020 Q3	$80.1M	Buy	535,000 +178,000	+50%	+$26.8M	0.59%	20
2020 Q2	$51.1M	Buy	+357,000	New	+$46.8M	0.44%	38
2020 Q1	–	Sell	-40,000	Closed	-$6.63M	–	1327
2019 Q4	$6.63M	Sell	40,000 -35,000	-47%	-$5.53M	0.04%	526
2019 Q3	$11.4M	Buy	75,000 +35,000	+88%	+$5.34M	0.08%	364
2019 Q2	$6.16M	Sell	40,000 -135,000	-77%	-$20.8M	0.04%	534
2019 Q1	$26.8M	Buy	+175,000	New	+$26.3M	0.18%	165
2018 Q3	–	Sell	-650,000	Closed	-$106M	–	1851
2018 Q2	$106M	Buy	650,000 +168,500	+35%	+$27M	0.48%	26
2018 Q1	$73.1M	Buy	481,500 +161,500	+50%	+$24.9M	0.31%	64
2017 Q4	$48.8M	Buy	320,000 +220,000	+220%	+$33M	0.15%	166
2017 Q3	$14.8M	Sell	100,000 -10,000	-9%	-$1.41M	0.06%	397
2017 Q2	$15.5M	Sell	110,000 -830,000	-88%	-$115M	0.06%	394
2017 Q1	$129M	Buy	940,000 +155,000	+20%	+$21.2M	0.6%	21
2016 Q4	$106M	Buy	+785,000	New	+$100M	0.57%	17
2016 Q3	–	Sell	-115,000	Closed	-$13.2M	–	1135
2016 Q2	$13.2M	Sell	115,000 -1,285,000	-92%	-$145M	0.09%	295
2016 Q1	$155M	Buy	1,400,000 +1,325,000	+1,767%	+$137M	0.92%	7
2015 Q4	$8.45M	Sell	75,000 -25,000	-25%	-$2.88M	0.06%	397
2015 Q3	$10.9M	Sell	100,000 -100,000	-50%	-$11.9M	0.08%	320
2015 Q2	$25M	Sell	200,000 -750,000	-79%	-$93.7M	0.15%	171
2015 Q1	$118M	Buy	950,000 +715,000	+304%	+$86.2M	0.95%	4
2014 Q4	$28.1M	Buy	235,000 +120,000	+104%	+$13.7M	0.26%	105
2014 Q3	$12.6M	Sell	115,000 -485,000	-81%	-$55.5M	0.1%	256
2014 Q2	$71.3M	Buy	+600,000	New	+$68.1M	0.81%	18

Other funds holding IWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Balyasny Asset Management's IWM Position: Q1 2026 in Review

Balyasny Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 319,832 shares — an estimated $82.5M sold.

Balyasny Asset Management first reported a position in IWM in Q2 2013 and held it in 32 quarters. The position peaked at $800M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Balyasny Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 319,832 iShares Russell 2000 ETF shares in Q1 2026, an estimated $82.5M.
Balyasny Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 32 quarters.
Balyasny Asset Management's iShares Russell 2000 ETF position peaked at $800M in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.