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

Dmitry Balyasny’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
2022
Q4 		– Sell
-25,000
Closed -$5.17M – 2996
2022
Q3 		$5.17M Buy
+25,000
New +$5.63M 0.02% 973

Other funds holding IWO

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Dmitry Balyasny's IWO Position: Q3 2024 in Review

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

Dmitry Balyasny first reported a position in IWO in Q3 2015 and held it in 7 quarters. The position peaked at $21.1M in Q4 2021. 965 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Dmitry Balyasny reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Dmitry Balyasny sold 9,636 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $2.53M.
  • Dmitry Balyasny first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and held it in 7 quarters.
  • Dmitry Balyasny's iShares Russell 2000 Growth ETF position peaked at $21.1M in Q4 2021.
  • 965 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.