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

Balyasny Asset Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,636
Closed -$2.53M – 2947
2024
Q2 		$2.53M Buy
+9,636
New +$2.5M ﹤0.01% 1445
2024
Q1 		– Sell
-6,646
Closed -$1.68M – 2864
2023
Q4 		$1.68M Buy
+6,646
New +$1.5M ﹤0.01% 1510
2022
Q2 		– Sell
-10,264
Closed -$2.63M – 2955
2022
Q1 		$2.63M Sell
10,264
-61,784
-86% -$15.8M 0.01% 1250
2021
Q4 		$21.1M Buy
72,048
+61,452
+580% +$18.5M 0.07% 387
2021
Q3 		$3.11M Buy
+10,596
New +$3.18M 0.01% 979
2016
Q2 		– Sell
-9,254
Closed -$1.23M – 1302
2016
Q1 		$1.23M Buy
+9,254
New +$1.15M 0.01% 746
2015
Q4 		– Sell
-13,000
Closed -$1.74M – 1332
2015
Q3 		$1.74M Buy
+13,000
New +$1.93M 0.01% 682

Other funds holding IWO

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Balyasny Asset Management's IWO Position: Q3 2024 in Review

Balyasny Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2024, closing a stake of 9,636 shares — an estimated $2.53M sold.

Balyasny Asset Management first reported a position in IWO in Q3 2015 and held it in 7 quarters. The position peaked at $21.1M in Q4 2021. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Balyasny Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Balyasny Asset Management sold 9,636 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $2.53M.
  • Balyasny Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and held it in 7 quarters.
  • Balyasny Asset Management's iShares Russell 2000 Growth ETF position peaked at $21.1M in Q4 2021.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on Balyasny Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.