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

Dmitry Balyasny’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
2025
Q4 		– Sell
-14,826
Closed -$3.02M – 3317
2025
Q3 		$3.02M Buy
+14,826
New +$2.95M ﹤0.01% 1613
2025
Q1 		– Sell
-6,608
Closed -$1.22M – 3041
2024
Q4 		$1.22M Buy
6,608
+2,746
+71% +$527K ﹤0.01% 1862
2024
Q3 		$733K Sell
3,862
-14,293
-79% -$2.6M ﹤0.01% 2091
2024
Q2 		$3.17M Buy
+18,155
New +$3.17M 0.01% 1359
2021
Q3 		– Sell
-256,169
Closed -$40.6M – 2172
2021
Q2 		$40.6M Buy
+256,169
New +$40.6M 0.19% 124

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Dmitry Balyasny's IWD Position: Q4 2025 in Review

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

Dmitry Balyasny 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.

  • Dmitry Balyasny reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 14,826 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $3.02M.
  • Dmitry Balyasny first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 5 quarters.
  • Dmitry Balyasny'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.