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Dmitry Balyasny’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dmitry Balyasny’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-21,600
Closed -$727K – 2119
2017
Q4 		$727K Sell
21,600
-1,122,400
-98% -$36.8M ﹤0.01% 1425
2017
Q3 		$35.8M Buy
+1,144,000
New +$35M 0.14% 201

Other funds holding IWF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dmitry Balyasny's IWF Position: Q2 2025 in Review

Dmitry Balyasny sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 16,832 shares — an estimated $1.52M sold.

Dmitry Balyasny first reported a position in IWF in Q1 2025 and held it in 1 quarter. The position peaked at $1.52M in Q1 2025. 2,298 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Dmitry Balyasny reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 16,832 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $1.52M.
  • Dmitry Balyasny first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Dmitry Balyasny's iShares Russell 1000 Growth ETF position peaked at $1.52M in Q1 2025.
  • 2,298 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.