Morgan Stanley’s iShares Russell 2000 ETF IWM Stock Holding History

Morgan Stanley’s Portfolio IWM Stock Details IWM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.5B	Sell	20,861,715 -2,374,239	-10%	-$512M	0.29%	55
2025 Q1	$4.64B	Buy	23,235,954 +3,695,496	+19%	+$737M	0.33%	46
2024 Q4	$4.32B	Buy	19,540,458 +1,419,890	+8%	+$314M	0.3%	52
2024 Q3	$4B	Sell	18,120,568 -144,565	-0.8%	-$31.9M	0.29%	54
2024 Q2	$3.71B	Buy	18,265,133 +1,814,139	+11%	+$368M	0.29%	55
2024 Q1	$3.46B	Sell	16,450,994 -29,476,914	-64%	-$6.2B	0.28%	61
2023 Q4	$9.22B	Buy	45,927,908 +26,293,493	+134%	+$5.28B	0.41%	37
2023 Q3	$3.47B	Buy	19,634,415 +5,063,767	+35%	+$895M	0.35%	47
2023 Q2	$2.73B	Buy	14,570,648 +1,453,812	+11%	+$272M	0.27%	65
2023 Q1	$2.34B	Buy	13,116,836 +49,361	+0.4%	+$8.81M	0.25%	70
2022 Q4	$2.28B	Sell	13,067,475 -10,021,891	-43%	-$1.75B	0.26%	75
2022 Q3	$3.81B	Buy	23,089,366 +1,865,000	+9%	+$308M	0.52%	31
2022 Q2	$3.59B	Buy	21,224,366 +4,435,124	+26%	+$751M	0.47%	37
2022 Q1	$3.45B	Sell	16,789,242 -1,240,715	-7%	-$255M	0.46%	40
2021 Q4	$4.01B	Buy	18,029,957 +1,570,851	+10%	+$349M	0.5%	35
2021 Q3	$3.6B	Sell	16,459,106 -2,343,899	-12%	-$513M	0.48%	34
2021 Q2	$4.31B	Sell	18,803,005 -1,598,291	-8%	-$367M	0.57%	26
2021 Q1	$4.51B	Buy	20,401,296 +7,391,200	+57%	+$1.63B	0.66%	20
2020 Q4	$2.55B	Sell	13,010,096 -1,023,178	-7%	-$201M	0.39%	48
2020 Q3	$2.1B	Sell	14,033,274 -6,452,273	-31%	-$966M	0.41%	51
2020 Q2	$2.93B	Buy	20,485,547 +2,634,084	+15%	+$377M	0.65%	24
2020 Q1	$2.04B	Buy	17,851,463 +10,854,416	+155%	+$1.24B	0.56%	29
2019 Q4	$1.16B	Sell	6,997,047 -7,839,268	-53%	-$1.3B	0.27%	87
2019 Q3	$2.25B	Buy	14,836,315 +5,461,607	+58%	+$827M	0.59%	19
2019 Q2	$1.46B	Buy	9,374,708 +2,806,328	+43%	+$436M	0.39%	45
2019 Q1	$1.01B	Sell	6,568,380 -5,075,126	-44%	-$777M	0.28%	86
2018 Q4	$1.56B	Sell	11,643,506 -7,124,029	-38%	-$954M	0.47%	29
2018 Q3	$3.16B	Buy	18,767,535 +49,724	+0.3%	+$8.38M	0.79%	11
2018 Q2	$3.07B	Buy	18,717,811 +4,747,778	+34%	+$778M	0.83%	9
2018 Q1	$2.12B	Buy	13,970,033 +8,225,783	+143%	+$1.25B	0.59%	18
2017 Q4	$876M	Sell	5,744,250 -4,350,324	-43%	-$663M	0.24%	79
2017 Q3	$1.5B	Buy	10,094,574 +2,017,558	+25%	+$299M	0.45%	33
2017 Q2	$1.14B	Sell	8,077,016 -13,745,447	-63%	-$1.94B	0.34%	52
2017 Q1	$3B	Sell	21,822,463 -47,284	-0.2%	-$6.5M	0.92%	7
2016 Q4	$2.95B	Buy	21,869,747 +1,879,429	+9%	+$253M	0.97%	8
2016 Q3	$2.48B	Buy	19,990,318 +2,682,168	+15%	+$333M	0.85%	7
2016 Q2	$1.99B	Sell	17,308,150 -335,654	-2%	-$38.6M	0.72%	10
2016 Q1	$1.95B	Sell	17,643,804 -3,989,519	-18%	-$441M	0.75%	9
2015 Q4	$2.44B	Sell	21,633,323 -16,204,384	-43%	-$1.82B	0.88%	7
2015 Q3	$4.13B	Buy	37,837,707 +12,270,036	+48%	+$1.34B	1.53%	3
2015 Q2	$3.19B	Buy	25,567,671 +8,243,518	+48%	+$1.03B	1.11%	3
2015 Q1	$2.15B	Buy	17,324,153 +1,365,810	+9%	+$170M	0.79%	5
2014 Q4	$1.91B	Sell	15,958,343 -14,257,704	-47%	-$1.71B	0.7%	8
2014 Q3	$3.3B	Sell	30,216,047 -6,736,094	-18%	-$737M	1.27%	3
2014 Q2	$4.39B	Buy	36,952,141 +7,389,443	+25%	+$878M	1.72%	2
2014 Q1	$3.44B	Buy	29,562,698 +7,112,015	+32%	+$827M	1.44%	2
2013 Q4	$2.59B	Sell	22,450,683 -12,462,221	-36%	-$1.44B	1.1%	4
2013 Q3	$3.72B	Buy	34,912,904 +9,695,003	+38%	+$1.03B	1.76%	2
2013 Q2	$2.45B	Buy	+25,217,901	New	+$2.45B	1.23%	3