IWM — ISHARES TRUST RUSSELL 2000 INDEX Common Stock

Ownership history in BALYASNY ASSET MANAGEMENT L.P.  ·  121 quarters on record

AI Ownership Summary

BALYASNY ASSET MANAGEMENT L.P. reported ISHARES TRUST RUSSELL 2000 INDEX Common Stock (IWM) in 121 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.69% in 2024 Q3. The latest visible filing shows IWM at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALYASNY ASSET MANAGEMENT L.P.'s position in ISHARES TRUST RUSSELL 2000 INDEX Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.69% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page BALYASNY ASSET MANAGEMENT L.P. fund profile BALYASNY ASSET MANAGEMENT L.P. full holdings
How BALYASNY ASSET MANAGEMENT L.P. held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 26 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 594,500 +274,668 +85.9% 0.19% $146.3M 2026-02-14 (Est.) $262.49
2025 Q4 REDUCED 319,832 -5,408,968 -94.4% 0.10% $78.7M 2026-02-14 (Est.) $262.49
2025 Q4 ADDED 5,728,800 +5,074,100 +775.0% 1.79% $1.41B 2026-02-14 (Est.) $262.49
2025 Q3 ADDED 654,700 +190,028 +40.9% 0.20% $158.4M 2025-11-14 $236.27
2025 Q3 REDUCED 464,672 -7,318,328 -94.0% 0.14% $112.4M 2025-11-14 $236.27
2025 Q3 ADDED 7,783,000 +6,007,200 +338.3% 2.39% $1.88B 2025-11-14 $236.27
2025 Q2 ADDED 1,775,800 +1,509,487 +566.8% 0.58% $383.2M 2025-08-14 $226.43
2025 Q2 REDUCED 266,313 -5,864,687 -95.7% 0.09% $57.5M 2025-08-14 $226.43
2025 Q2 REDUCED 6,131,000 -228,500 -3.6% 1.99% $1.32B 2025-08-14 $226.43
2025 Q1 ADDED 6,359,500 +4,687,000 +280.2% 2.10% $1.27B 2025-05-15 $205.91
2025 Q1 ADDED 1,672,500 +1,227,102 +275.5% 0.55% $333.6M 2025-05-15 $205.91
2024 Q4 REDUCED 445,398 -7,068,802 -94.1% 0.15% $98.4M 2025-02-14 $223.06
2024 Q4 ADDED 7,514,200 +5,875,500 +358.5% 2.47% $1.66B 2025-02-14 $223.06
2024 Q4 REDUCED 1,638,700 -1,225,900 -42.8% 0.54% $362.1M 2025-02-14 $223.06
2024 Q3 REDUCED 2,864,600 -4,600,800 -61.6% 1.03% $632.8M 2024-11-14 $228.28
2024 Q3 ADDED 7,465,400 +6,894,017 +1206.5% 2.69% $1.65B 2024-11-14 $228.28
2024 Q3 REDUCED 571,383 -458,632 -44.5% 0.21% $126.2M 2024-11-14 $228.28
2024 Q2 REDUCED 1,030,015 -3,879,885 -79.0% 0.37% $209.0M 2024-08-14 $202.72
2024 Q2 REDUCED 4,909,900 -1,954,800 -28.5% 1.74% $996.2M 2024-08-14 $202.72
2024 Q2 ADDED 6,864,700 +6,446,771 +1542.6% 2.44% $1.39B 2024-08-14 $202.72
2024 Q1 REDUCED 417,929 -2,114,371 -83.5% 0.15% $87.9M 2024-05-13 $200.26
2024 Q1 REDUCED 2,532,300 -4,405,100 -63.5% 0.93% $532.5M 2024-05-13 $200.26
2024 Q1 ADDED 6,937,400 +6,087,200 +716.0% 2.55% $1.46B 2024-05-13 $200.26
2023 Q4 REDUCED 850,200 -1,693,282 -66.6% 0.32% $170.6M 2024-02-14 $194.28
2023 Q4 REDUCED 2,543,482 -3,197,518 -55.7% 0.96% $510.5M 2024-02-14 $194.28
2023 Q4 ADDED 5,741,000 +1,279,223 +28.7% 2.16% $1.15B 2024-02-14 $194.28
95 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 20.38% Appian Way Asset Management LP 3Y 14.31% Finley Financial, LLC 10.25% Baron Financial Group, LLC 3Y 9.79% LCM Capital Management Inc 3Y 8.73% OFS Enterprise LLC 8.68% Millburn Ridgefield LLC /DE/ 3Y 7Y 8.56% Parkside Investments, LLC 3Y 7Y 7.68% Macco Financial Group, Inc. 6.28% BREAKTHRU ADVISORY SERVICES, LLC 6.22%

FAQ About BALYASNY ASSET MANAGEMENT L.P. and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALYASNY ASSET MANAGEMENT L.P. reported owning IWM?

BALYASNY ASSET MANAGEMENT L.P. reported IWM across 26 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in BALYASNY ASSET MANAGEMENT L.P.'s portfolio?

The largest reported portfolio weight for IWM was 2.69% in 2024 Q3.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when BALYASNY ASSET MANAGEMENT L.P. reported 594,500 shares, equal to 0.19% of portfolio, with an estimated market value of $146.3M.

What does the chart on this IWM ownership page compare?

The chart compares BALYASNY ASSET MANAGEMENT L.P.'s quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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