Morgan Stanley
IWL icon

Morgan Stanley’s iShares Russell Top 200 ETF IWL Stock Holding History

Morgan Stanley’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112M Sell
699,949
-28,748
-4% -$4.85M 0.01% 1348
2025
Q4 		$124M Buy
728,697
+45,442
+7% +$7.68M 0.01% 1264
2025
Q3 		$113M Sell
683,255
-7,699
-1% -$1.23M 0.01% 1303
2025
Q2 		$106M Sell
690,954
-831
-0.1% -$117K 0.01% 1273
2025
Q1 		$95.1M Buy
691,785
+83,540
+14% +$12.1M 0.01% 1285
2024
Q4 		$88M Sell
608,245
-134,584
-18% -$19.5M 0.01% 1356
2024
Q3 		$104M Buy
742,829
+159,915
+27% +$21.7M 0.01% 1205
2024
Q2 		$78.1M Sell
582,914
-2,485
-0.4% -$318K 0.01% 1361
2024
Q1 		$74.4M Sell
585,399
-144,423
-20% -$17.5M 0.01% 1400
2023
Q4 		$84M Buy
729,822
+504,409
+224% +$54.6M ﹤0.01% 1918
2023
Q3 		$23.3M Buy
225,413
+2,764
+1% +$296K ﹤0.01% 2291
2023
Q2 		$23.7M Buy
222,649
+7,784
+4% +$782K ﹤0.01% 2301
2023
Q1 		$20.9M Buy
214,865
+1,105
+0.5% +$104K ﹤0.01% 2371
2022
Q4 		$19.2M Sell
213,760
-708
-0.3% -$64.2K ﹤0.01% 2380
2022
Q3 		$18.2M Sell
214,468
-9,970
-4% -$942K ﹤0.01% 2285
2022
Q2 		$20.2M Buy
224,438
+7,489
+3% +$729K ﹤0.01% 2287
2022
Q1 		$23.4M Buy
216,949
+8,218
+4% +$876K ﹤0.01% 1946
2021
Q4 		$23.8M Buy
208,731
+1,879
+0.9% +$207K ﹤0.01% 1990
2021
Q3 		$21.3M Buy
206,852
+7,822
+4% +$830K ﹤0.01% 2024
2021
Q2 		$20.5M Buy
199,030
+12,270
+7% +$1.22M ﹤0.01% 2118
2021
Q1 		$17.7M Buy
186,760
+6,612
+4% +$612K ﹤0.01% 2041
2020
Q4 		$16.3M Buy
180,148
+27,233
+18% +$2.33M ﹤0.01% 2015
2020
Q3 		$12.4M Buy
152,915
+27,897
+22% +$2.23M ﹤0.01% 1853
2020
Q2 		$9.26M Buy
125,018
+70,320
+129% +$4.92M ﹤0.01% 2045
2020
Q1 		$3.37M Buy
54,698
+10,166
+23% +$730K ﹤0.01% 2847
2019
Q4 		$3.35M Buy
44,532
+550
+1% +$39.5K ﹤0.01% 3613
2019
Q3 		$3.03M Buy
43,982
+1,977
+5% +$136K ﹤0.01% 3407
2019
Q2 		$2.86M Buy
42,005
+84
+0.2% +$5.62K ﹤0.01% 3477
2019
Q1 		$2.75M Sell
41,921
-1,997
-5% -$126K ﹤0.01% 3317
2018
Q4 		$2.56M Buy
43,918
+10,541
+32% +$662K ﹤0.01% 3554
2018
Q3 		$2.26M Buy
33,377
+1,914
+6% +$126K ﹤0.01% 3910
2018
Q2 		$1.98M Buy
31,463
+2,438
+8% +$152K ﹤0.01% 4086
2018
Q1 		$1.76M Buy
29,025
+1,556
+6% +$98.1K ﹤0.01% 4118
2017
Q4 		$1.69M Buy
27,469
+1,862
+7% +$111K ﹤0.01% 4172
2017
Q3 		$1.48M Buy
25,607
+1,520
+6% +$86.1K ﹤0.01% 4148
2017
Q2 		$1.34M Buy
24,087
+1,509
+7% +$82.8K ﹤0.01% 4147
2017
Q1 		$1.22M Sell
22,578
-61,048
-73% -$3.24M ﹤0.01% 4229
2016
Q4 		$4.26M Buy
83,626
+69,538
+494% +$3.46M ﹤0.01% 3166
2016
Q3 		$695K Sell
14,088
-607
-4% -$29.8K ﹤0.01% 4299
2016
Q2 		$702K Buy
14,695
+10,131
+222% +$479K ﹤0.01% 4225
2016
Q1 		$214K Buy
4,564
+512
+13% +$22.9K ﹤0.01% 4933
2015
Q4 		$190K Sell
4,052
-966
-19% -$45.4K ﹤0.01% 5113
2015
Q3 		$219K Sell
5,018
-1,578
-24% -$72.9K ﹤0.01% 5038
2015
Q2 		$311K Buy
6,596
+713
+12% +$34.1K ﹤0.01% 5003
2015
Q1 		$275K Sell
5,883
-1,469
-20% -$68.9K ﹤0.01% 5032
2014
Q4 		$347K Buy
7,352
+53
+0.7% +$2.43K ﹤0.01% 4924
2014
Q3 		$328K Buy
7,299
+753
+12% +$33.9K ﹤0.01% 4855
2014
Q2 		$292K Buy
6,546
+449
+7% +$19.4K ﹤0.01% 4947
2014
Q1 		$259K Sell
6,097
-442
-7% -$18.4K ﹤0.01% 4974
2013
Q4 		$275K Buy
6,539
+53
+0.8% +$2.14K ﹤0.01% 4860
2013
Q3 		$247K Sell
6,486
-2,077
-24% -$79K ﹤0.01% 4756
2013
Q2 		$313K Buy
+8,563
New +$314K ﹤0.01% 4575

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

Morgan Stanley's IWL Position: Q1 2026 in Review

Morgan Stanley reduced its iShares Russell Top 200 ETF (IWL) stake by 3.9% in Q1 2026, selling an estimated $4.85M and leaving 699,949 shares worth $112M. The position accounts for 0.01% of the portfolio, ranked #1348.

Morgan Stanley first reported a position in IWL in Q2 2013 and has held it in 52 quarters since. The position peaked at $124M in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Morgan Stanley held 699,949 shares of iShares Russell Top 200 ETF worth $112M as of Q1 2026.
  • Morgan Stanley sold 28,748 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $4.85M.
  • iShares Russell Top 200 ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1348 holding.
  • Morgan Stanley first reported a position in iShares Russell Top 200 ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Russell Top 200 ETF position peaked at $124M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

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