Morgan Stanley
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Morgan Stanley’s iShares Micro-Cap ETF IWC Stock Holding History

Morgan Stanley’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7M Buy
123,209
+57,205
+87% +$9.49M ﹤0.01% 2981
2025
Q4 		$10.4M Sell
66,004
-30,504
-32% -$4.74M ﹤0.01% 3575
2025
Q3 		$14.4M Sell
96,508
-70,459
-42% -$9.78M ﹤0.01% 3209
2025
Q2 		$21.3M Sell
166,967
-14,095
-8% -$1.63M ﹤0.01% 2740
2025
Q1 		$20.1M Buy
181,062
+94,782
+110% +$11.8M ﹤0.01% 2689
2024
Q4 		$11.2M Buy
86,280
+1,693
+2% +$220K ﹤0.01% 3303
2024
Q3 		$10.4M Sell
84,587
-2,961
-3% -$358K ﹤0.01% 3400
2024
Q2 		$9.98M Buy
87,548
+1,363
+2% +$157K ﹤0.01% 3327
2024
Q1 		$10.4M Sell
86,185
-71,875
-45% -$8.27M ﹤0.01% 3313
2023
Q4 		$18.3M Buy
158,060
+70,628
+81% +$7.16M ﹤0.01% 3424
2023
Q3 		$8.75M Sell
87,432
-17,463
-17% -$1.89M ﹤0.01% 3242
2023
Q2 		$11.5M Buy
104,895
+10,870
+12% +$1.14M ﹤0.01% 3039
2023
Q1 		$9.83M Buy
94,025
+27
+0% +$3.03K ﹤0.01% 3156
2022
Q4 		$10.1M Buy
93,998
+630
+0.7% +$68.6K ﹤0.01% 3080
2022
Q3 		$9.65M Buy
93,368
+1,900
+2% +$216K ﹤0.01% 3021
2022
Q2 		$9.51M Sell
91,468
-100,240
-52% -$11.5M ﹤0.01% 3113
2022
Q1 		$24.7M Sell
191,708
-168,160
-47% -$21.6M ﹤0.01% 1893
2021
Q4 		$50.3M Sell
359,868
-13,589
-4% -$1.97M 0.01% 1331
2021
Q3 		$53.9M Buy
373,457
+52,666
+16% +$7.65M 0.01% 1246
2021
Q2 		$49M Buy
320,791
+66,167
+26% +$9.8M 0.01% 1326
2021
Q1 		$37.4M Buy
254,624
+144,447
+131% +$20.6M 0.01% 1395
2020
Q4 		$13.1M Buy
110,177
+2,401
+2% +$254K ﹤0.01% 2242
2020
Q3 		$9.75M Sell
107,776
-3,611
-3% -$329K ﹤0.01% 2053
2020
Q2 		$9.72M Buy
111,387
+175
+0.2% +$13.7K ﹤0.01% 1991
2020
Q1 		$7.46M Sell
111,212
-29,155
-21% -$2.57M ﹤0.01% 2058
2019
Q4 		$14M Buy
140,367
+1,115
+0.8% +$103K ﹤0.01% 2034
2019
Q3 		$12.3M Sell
139,252
-17,810
-11% -$1.6M ﹤0.01% 1918
2019
Q2 		$14.6M Sell
157,062
-1,187
-0.8% -$110K ﹤0.01% 1767
2019
Q1 		$14.7M Buy
158,249
+14,449
+10% +$1.33M ﹤0.01% 1690
2018
Q4 		$11.9M Sell
143,800
-49,634
-26% -$4.61M ﹤0.01% 1936
2018
Q3 		$20.6M Buy
193,434
+9,161
+5% +$982K 0.01% 1654
2018
Q2 		$19.5M Buy
184,273
+51,205
+38% +$5.23M 0.01% 1666
2018
Q1 		$12.8M Sell
133,068
-23,808
-15% -$2.32M ﹤0.01% 2104
2017
Q4 		$15M Sell
156,876
-29,680
-16% -$2.81M ﹤0.01% 1960
2017
Q3 		$17.6M Buy
186,556
+2,498
+1% +$220K 0.01% 1699
2017
Q2 		$16.4M Sell
184,058
-11,343
-6% -$977K ﹤0.01% 1696
2017
Q1 		$16.7M Sell
195,401
-1,289
-0.7% -$110K 0.01% 1713
2016
Q4 		$16.9M Buy
196,690
+24,762
+14% +$1.99M 0.01% 1695
2016
Q3 		$13.4M Buy
171,928
+2,993
+2% +$225K ﹤0.01% 1769
2016
Q2 		$11.9M Sell
168,935
-15,307
-8% -$1.07M ﹤0.01% 1831
2016
Q1 		$12.5M Sell
184,242
-11,964
-6% -$772K ﹤0.01% 1679
2015
Q4 		$14.1M Sell
196,206
-14,642
-7% -$1.08M 0.01% 1689
2015
Q3 		$14.7M Sell
210,848
-5,253
-2% -$401K 0.01% 1635
2015
Q2 		$17.6M Buy
216,101
+15,732
+8% +$1.26M 0.01% 1611
2015
Q1 		$15.8M Sell
200,369
-2,297
-1% -$177K 0.01% 1648
2014
Q4 		$15.6M Buy
202,666
+2,571
+1% +$187K 0.01% 1675
2014
Q3 		$13.9M Buy
200,095
+9,468
+5% +$688K 0.01% 1730
2014
Q2 		$14.5M Sell
190,627
-80,344
-30% -$5.89M 0.01% 1703
2014
Q1 		$20.9M Buy
270,971
+89,100
+49% +$6.84M 0.01% 1332
2013
Q4 		$13.7M Buy
181,871
+68,069
+60% +$4.84M 0.01% 1662
2013
Q3 		$7.79M Buy
113,802
+5,299
+5% +$350K ﹤0.01% 1996
2013
Q2 		$6.7M Buy
+108,503
New +$6.48M ﹤0.01% 2056

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley's IWC Position: Q1 2026 in Review

Morgan Stanley increased its iShares Micro-Cap ETF (IWC) stake by 87% in Q1 2026, buying an estimated $9.49M and bringing the position to 123,209 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Morgan Stanley first reported a position in IWC in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.9M in Q3 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Morgan Stanley held 123,209 shares of iShares Micro-Cap ETF worth $19.7M as of Q1 2026.
  • Morgan Stanley bought 57,205 iShares Micro-Cap ETF shares in Q1 2026, an estimated $9.49M.
  • iShares Micro-Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2981 holding.
  • Morgan Stanley first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Micro-Cap ETF position peaked at $53.9M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.