Morgan Stanley’s iShares Russell 1000 Value ETF IWD Stock Holding History

Morgan Stanley’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.02B	Buy	42,227,257 +2,563,670	+6%	+$561M	0.54%	26
2025 Q4	$8.34B	Buy	39,663,587 +3,280,476	+9%	+$678M	0.5%	26
2025 Q3	$7.41B	Buy	36,383,111 +703,830	+2%	+$140M	0.45%	32
2025 Q2	$6.93B	Sell	35,679,281 -2,589,088	-7%	-$480M	0.45%	31
2025 Q1	$7.2B	Sell	38,268,369 -109,214	-0.3%	-$20.8M	0.51%	31
2024 Q4	$7.1B	Buy	38,377,583 +6,497,518	+20%	+$1.25B	0.5%	27
2024 Q3	$6.05B	Sell	31,880,065 -705,485	-2%	-$129M	0.44%	32
2024 Q2	$5.69B	Buy	32,585,550 +4,713,521	+17%	+$824M	0.44%	32
2024 Q1	$4.99B	Sell	27,872,029 -28,555,473	-51%	-$4.83B	0.4%	39
2023 Q4	$9.32B	Buy	56,427,502 +28,314,159	+101%	+$4.37B	0.41%	36
2023 Q3	$4.27B	Sell	28,113,343 -4,016,610	-13%	-$637M	0.43%	37
2023 Q2	$5.07B	Buy	32,129,953 +1,070,253	+3%	+$164M	0.5%	30
2023 Q1	$4.73B	Buy	31,059,700 +352,184	+1%	+$54.4M	0.51%	32
2022 Q4	$4.66B	Buy	30,707,516 +276,413	+0.9%	+$41.4M	0.53%	25
2022 Q3	$4.14B	Sell	30,431,103 -519,344	-2%	-$78M	0.56%	23
2022 Q2	$4.49B	Buy	30,950,447 +220,980	+0.7%	+$34.6M	0.58%	19
2022 Q1	$5.1B	Sell	30,729,467 -3,003,057	-9%	-$493M	0.69%	12
2021 Q4	$5.66B	Buy	33,732,524 +2,783,693	+9%	+$456M	0.7%	14
2021 Q3	$4.84B	Buy	30,948,831 +1,081,943	+4%	+$173M	0.65%	17
2021 Q2	$4.74B	Buy	29,866,888 +31,665	+0.1%	+$5.01M	0.62%	20
2021 Q1	$4.52B	Buy	29,835,223 +1,615,437	+6%	+$234M	0.66%	19
2020 Q4	$3.86B	Buy	28,219,786 +730,075	+3%	+$93.6M	0.6%	27
2020 Q3	$3.25B	Buy	27,489,711 +327,312	+1%	+$38.8M	0.63%	29
2020 Q2	$3.06B	Sell	27,162,399 -829,657	-3%	-$91.2M	0.68%	22
2020 Q1	$2.78B	Buy	27,992,056 +18,911,029	+208%	+$2.36B	0.75%	16
2019 Q4	$1.24B	Buy	9,081,027 +496,827	+6%	+$65.5M	0.29%	79
2019 Q3	$1.1B	Sell	8,584,200 -13,767	-0.2%	-$1.75M	0.29%	79
2019 Q2	$1.09B	Buy	8,597,967 +113,904	+1%	+$14.3M	0.29%	85
2019 Q1	$1.05B	Sell	8,484,063 -675,496	-7%	-$81.2M	0.3%	82
2018 Q4	$1.02B	Buy	9,159,559 +1,303,896	+17%	+$156M	0.3%	70
2018 Q3	$995M	Buy	7,855,663 +531,067	+7%	+$66.7M	0.25%	87
2018 Q2	$889M	Sell	7,324,596 -9,888	-0.1%	-$1.2M	0.24%	90
2018 Q1	$880M	Buy	7,334,484 +14,975	+0.2%	+$1.87M	0.24%	84
2017 Q4	$910M	Sell	7,319,509 -100,131	-1%	-$12.1M	0.25%	76
2017 Q3	$879M	Sell	7,419,640 -221,614	-3%	-$25.8M	0.26%	75
2017 Q2	$890M	Sell	7,641,254 -777,998	-9%	-$89.5M	0.27%	76
2017 Q1	$968M	Buy	8,419,252 +746,949	+10%	+$85.6M	0.3%	65
2016 Q4	$860M	Buy	7,672,303 +912,025	+13%	+$98.6M	0.28%	65
2016 Q3	$714M	Buy	6,760,278 +53,107	+0.8%	+$5.6M	0.24%	87
2016 Q2	$692M	Buy	6,707,171 +579,368	+9%	+$58.5M	0.25%	85
2016 Q1	$605M	Buy	6,127,803 +271,441	+5%	+$25.4M	0.23%	94
2015 Q4	$573M	Buy	5,856,362 +601,954	+11%	+$59.7M	0.21%	110
2015 Q3	$490M	Buy	5,254,408 +233,685	+5%	+$23.2M	0.18%	128
2015 Q2	$518M	Sell	5,020,723 -54,848	-1%	-$5.75M	0.18%	138
2015 Q1	$523M	Sell	5,075,571 -212,790	-4%	-$22.1M	0.19%	124
2014 Q4	$552M	Buy	5,288,361 +105,027	+2%	+$10.7M	0.2%	112
2014 Q3	$519M	Buy	5,183,334 +368,602	+8%	+$37.3M	0.2%	108
2014 Q2	$488M	Buy	4,814,732 +129,411	+3%	+$12.7M	0.19%	112
2014 Q1	$452M	Sell	4,685,321 -702,340	-13%	-$65.8M	0.19%	119
2013 Q4	$507M	Buy	5,387,661 +33,347	+0.6%	+$3.02M	0.22%	95
2013 Q3	$462M	Buy	5,354,314 +106,867	+2%	+$9.27M	0.22%	98
2013 Q2	$440M	Buy	+5,247,447	New	+$437M	0.22%	102

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley's IWD Position: Q1 2026 in Review

Morgan Stanley increased its iShares Russell 1000 Value ETF (IWD) stake by 6.5% in Q1 2026, buying an estimated $561M and bringing the position to 42,227,257 shares worth $9.02B. The position accounts for 0.54% of the portfolio, ranked #26.

Morgan Stanley first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.32B in Q4 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Morgan Stanley held 42,227,257 shares of iShares Russell 1000 Value ETF worth $9.02B as of Q1 2026.
Morgan Stanley bought 2,563,670 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $561M.
iShares Russell 1000 Value ETF made up 0.54% of Morgan Stanley's portfolio in Q1 2026, its #26 holding.
Morgan Stanley first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's iShares Russell 1000 Value ETF position peaked at $9.32B in Q4 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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