Dmitry Balyasny’s iShares Russell 3000 ETF IWV Stock Holding History

Dmitry Balyasny’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,018	Closed	-$959K	–	3090
2025 Q1	$959K	Buy	+3,018	New	+$1.01M	﹤0.01%	2010

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dmitry Balyasny's IWV Position: Q2 2025 in Review

Dmitry Balyasny sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 3,018 shares — an estimated $959K sold.

Dmitry Balyasny first reported a position in IWV in Q1 2025 and held it in 1 quarter. The position peaked at $959K in Q1 2025. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Dmitry Balyasny reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
Dmitry Balyasny sold 3,018 iShares Russell 3000 ETF shares in Q2 2025, an estimated $959K.
Dmitry Balyasny first reported a position in iShares Russell 3000 ETF in Q1 2025 and held it in 1 quarter.
Dmitry Balyasny's iShares Russell 3000 ETF position peaked at $959K in Q1 2025.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

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