Morgan Stanley’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.38B | Buy |
29,761,929
+12,640,789
| +74% | +$3.26B | 0.44% | 31 |
|
|
2025
Q4 | $4.21B | Sell |
17,121,140
-1,030,829
| -6% | -$253M | 0.25% | 65 |
|
|
2025
Q3 | $4.39B | Sell |
18,151,969
-2,709,746
| -13% | -$622M | 0.27% | 63 |
|
|
2025
Q2 | $4.5B | Sell |
20,861,715
-2,374,239
| -10% | -$478M | 0.29% | 55 |
|
|
2025
Q1 | $4.64B | Buy |
23,235,954
+3,695,496
| +19% | +$802M | 0.33% | 46 |
|
|
2024
Q4 | $4.32B | Buy |
19,540,458
+1,419,890
| +8% | +$324M | 0.3% | 52 |
|
|
2024
Q3 | $4B | Sell |
18,120,568
-144,565
| -0.8% | -$30.9M | 0.29% | 54 |
|
|
2024
Q2 | $3.71B | Buy |
18,265,133
+1,814,139
| +11% | +$367M | 0.29% | 55 |
|
|
2024
Q1 | $3.46B | Sell |
16,450,994
-29,476,914
| -64% | -$5.88B | 0.28% | 61 |
|
|
2023
Q4 | $9.22B | Buy |
45,927,908
+26,293,493
| +134% | +$4.71B | 0.41% | 37 |
|
|
2023
Q3 | $3.47B | Buy |
19,634,415
+5,063,767
| +35% | +$951M | 0.35% | 47 |
|
|
2023
Q2 | $2.73B | Buy |
14,570,648
+1,453,812
| +11% | +$259M | 0.27% | 65 |
|
|
2023
Q1 | $2.34B | Buy |
13,116,836
+49,361
| +0.4% | +$9.09M | 0.25% | 70 |
|
|
2022
Q4 | $2.28B | Sell |
13,067,475
-10,021,891
| -43% | -$1.78B | 0.26% | 75 |
|
|
2022
Q3 | $3.81B | Buy |
23,089,366
+1,865,000
| +9% | +$340M | 0.52% | 31 |
|
|
2022
Q2 | $3.59B | Buy |
21,224,366
+4,435,124
| +26% | +$818M | 0.47% | 37 |
|
|
2022
Q1 | $3.45B | Sell |
16,789,242
-1,240,715
| -7% | -$253M | 0.46% | 40 |
|
|
2021
Q4 | $4.01B | Buy |
18,029,957
+1,570,851
| +10% | +$355M | 0.5% | 35 |
|
|
2021
Q3 | $3.6B | Sell |
16,459,106
-2,343,899
| -12% | -$520M | 0.48% | 34 |
|
|
2021
Q2 | $4.31B | Sell |
18,803,005
-1,598,291
| -8% | -$359M | 0.57% | 26 |
|
|
2021
Q1 | $4.51B | Buy |
20,401,296
+7,391,200
| +57% | +$1.61B | 0.66% | 20 |
|
|
2020
Q4 | $2.55B | Sell |
13,010,096
-1,023,178
| -7% | -$179M | 0.39% | 48 |
|
|
2020
Q3 | $2.1B | Sell |
14,033,274
-6,452,273
| -31% | -$971M | 0.41% | 51 |
|
|
2020
Q2 | $2.93B | Buy |
20,485,547
+2,634,084
| +15% | +$346M | 0.65% | 24 |
|
|
2020
Q1 | $2.04B | Buy |
17,851,463
+10,854,416
| +155% | +$1.62B | 0.56% | 29 |
|
|
2019
Q4 | $1.16B | Sell |
6,997,047
-7,839,268
| -53% | -$1.24B | 0.27% | 87 |
|
|
2019
Q3 | $2.25B | Buy |
14,836,315
+5,461,607
| +58% | +$834M | 0.59% | 19 |
|
|
2019
Q2 | $1.46B | Buy |
9,374,708
+2,806,328
| +43% | +$433M | 0.39% | 45 |
|
|
2019
Q1 | $1.01B | Sell |
6,568,380
-5,075,126
| -44% | -$763M | 0.28% | 86 |
|
|
2018
Q4 | $1.56B | Sell |
11,643,506
-7,124,029
| -38% | -$1.06B | 0.47% | 29 |
|
|
2018
Q3 | $3.16B | Buy |
18,767,535
+49,724
| +0.3% | +$8.39M | 0.79% | 11 |
|
|
2018
Q2 | $3.07B | Buy |
18,717,811
+4,747,778
| +34% | +$760M | 0.83% | 9 |
|
|
2018
Q1 | $2.12B | Buy |
13,970,033
+8,225,783
| +143% | +$1.27B | 0.59% | 18 |
|
|
2017
Q4 | $876M | Sell |
5,744,250
-4,350,324
| -43% | -$653M | 0.24% | 79 |
|
|
2017
Q3 | $1.5B | Buy |
10,094,574
+2,017,558
| +25% | +$284M | 0.45% | 33 |
|
|
2017
Q2 | $1.14B | Sell |
8,077,016
-13,745,447
| -63% | -$1.9B | 0.34% | 52 |
|
|
2017
Q1 | $3B | Sell |
21,822,463
-47,284
| -0.2% | -$6.46M | 0.92% | 7 |
|
|
2016
Q4 | $2.95B | Buy |
21,869,747
+1,879,429
| +9% | +$240M | 0.97% | 8 |
|
|
2016
Q3 | $2.48B | Buy |
19,990,318
+2,682,168
| +15% | +$326M | 0.85% | 7 |
|
|
2016
Q2 | $1.99B | Sell |
17,308,150
-335,654
| -2% | -$37.9M | 0.72% | 10 |
|
|
2016
Q1 | $1.95B | Sell |
17,643,804
-3,989,519
| -18% | -$413M | 0.75% | 9 |
|
|
2015
Q4 | $2.44B | Sell |
21,633,323
-16,204,384
| -43% | -$1.87B | 0.88% | 7 |
|
|
2015
Q3 | $4.13B | Buy |
37,837,707
+12,270,036
| +48% | +$1.45B | 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% | +$165M | 0.79% | 5 |
|
|
2014
Q4 | $1.91B | Sell |
15,958,343
-14,257,704
| -47% | -$1.63B | 0.7% | 8 |
|
|
2014
Q3 | $3.3B | Sell |
30,216,047
-6,736,094
| -18% | -$771M | 1.27% | 3 |
|
|
2014
Q2 | $4.39B | Buy |
36,952,141
+7,389,443
| +25% | +$839M | 1.72% | 2 |
|
|
2014
Q1 | $3.44B | Buy |
29,562,698
+7,112,015
| +32% | +$820M | 1.44% | 2 |
|
|
2013
Q4 | $2.59B | Sell |
22,450,683
-12,462,221
| -36% | -$1.38B | 1.1% | 4 |
|
|
2013
Q3 | $3.72B | Buy |
34,912,904
+9,695,003
| +38% | +$1B | 1.76% | 2 |
|
|
2013
Q2 | $2.45B | Buy |
+25,217,901
| New | +$2.41B | 1.23% | 3 |
|
Other funds holding IWM
Morgan Stanley's IWM Position: Q1 2026 in Review
Morgan Stanley increased its iShares Russell 2000 ETF (IWM) stake by 74% in Q1 2026, buying an estimated $3.26B and bringing the position to 29,761,929 shares worth $7.38B. The position accounts for 0.44% of the portfolio, ranked #31.
Morgan Stanley first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.22B in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Morgan Stanley held 29,761,929 shares of iShares Russell 2000 ETF worth $7.38B as of Q1 2026.
- Morgan Stanley bought 12,640,789 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.26B.
- iShares Russell 2000 ETF made up 0.44% of Morgan Stanley's portfolio in Q1 2026, its #31 holding.
- Morgan Stanley first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's iShares Russell 2000 ETF position peaked at $9.22B in Q4 2023.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.