Morgan Stanley
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Morgan Stanley’s iShares Russell 2000 Value ETF IWN Stock Holding History

Morgan Stanley’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$938M Sell
4,238,800
-121,541
-3% -$25.4M 0.05% 338
2026
Q1 		$827M Buy
4,360,341
+90,615
+2% +$17.5M 0.05% 362
2025
Q4 		$774M Sell
4,269,726
-414,795
-9% -$74.5M 0.05% 383
2025
Q3 		$828M Sell
4,684,521
-268,980
-5% -$45.4M 0.05% 351
2025
Q2 		$781M Sell
4,953,501
-102,319
-2% -$15.2M 0.05% 356
2025
Q1 		$763M Sell
5,055,820
-427,372
-8% -$69M 0.05% 333
2024
Q4 		$900M Buy
5,483,192
+292,296
+6% +$49.9M 0.06% 279
2024
Q3 		$866M Buy
5,190,896
+278,857
+6% +$45.3M 0.06% 288
2024
Q2 		$748M Sell
4,912,039
-1,158,522
-19% -$177M 0.06% 302
2024
Q1 		$964M Sell
6,070,561
-23,095
-0.4% -$3.5M 0.08% 238
2023
Q4 		$947M Sell
6,093,656
-303,598
-5% -$42.1M 0.08% 220
2023
Q3 		$867M Sell
6,397,254
-647,117
-9% -$92.8M 0.09% 219
2023
Q2 		$992M Buy
7,044,371
+363,684
+5% +$49.2M 0.1% 192
2023
Q1 		$915M Sell
6,680,687
-225,218
-3% -$32.6M 0.1% 208
2022
Q4 		$958M Sell
6,905,905
-208,503
-3% -$29.4M 0.11% 189
2022
Q3 		$917M Sell
7,114,408
-627,184
-8% -$90.7M 0.13% 169
2022
Q2 		$1.05B Buy
7,741,592
+568,149
+8% +$84.5M 0.14% 151
2022
Q1 		$1.16B Sell
7,173,443
-236,971
-3% -$37.8M 0.16% 141
2021
Q4 		$1.23B Buy
7,410,414
+274,449
+4% +$45.7M 0.15% 145
2021
Q3 		$1.14B Buy
7,135,965
+26,407
+0.4% +$4.24M 0.15% 150
2021
Q2 		$1.18B Sell
7,109,558
-968,138
-12% -$160M 0.16% 145
2021
Q1 		$1.29B Buy
8,077,696
+510,683
+7% +$77.2M 0.19% 128
2020
Q4 		$997M Buy
7,567,013
+1,026,484
+16% +$121M 0.15% 150
2020
Q3 		$650M Sell
6,540,529
-1,303,619
-17% -$132M 0.13% 168
2020
Q2 		$764M Buy
7,844,148
+1,948,854
+33% +$177M 0.17% 136
2020
Q1 		$484M Buy
5,895,294
+2,723,467
+86% +$306M 0.13% 156
2019
Q4 		$408M Buy
3,171,827
+67,567
+2% +$8.35M 0.09% 199
2019
Q3 		$371M Buy
3,104,260
+63,058
+2% +$7.45M 0.1% 199
2019
Q2 		$366M Buy
3,041,202
+13,971
+0.5% +$1.69M 0.1% 202
2019
Q1 		$363M Buy
3,027,231
+79,660
+3% +$9.52M 0.1% 199
2018
Q4 		$317M Sell
2,947,571
-86,832
-3% -$10.4M 0.09% 213
2018
Q3 		$404M Sell
3,034,403
-107,157
-3% -$14.4M 0.1% 207
2018
Q2 		$414M Buy
3,141,560
+115,124
+4% +$14.8M 0.11% 186
2018
Q1 		$369M Sell
3,026,436
-104,534
-3% -$13.1M 0.1% 197
2017
Q4 		$394M Sell
3,130,970
-36,898
-1% -$4.61M 0.11% 193
2017
Q3 		$393M Buy
3,167,868
+241,707
+8% +$28.5M 0.12% 183
2017
Q2 		$348M Sell
2,926,161
-104,994
-3% -$12.3M 0.11% 213
2017
Q1 		$358M Buy
3,031,155
+1,733
+0.1% +$206K 0.11% 195
2016
Q4 		$360M Buy
3,029,422
+510,426
+20% +$56.4M 0.12% 179
2016
Q3 		$264M Buy
2,518,996
+424,810
+20% +$43.5M 0.09% 254
2016
Q2 		$204M Buy
2,094,186
+140,112
+7% +$13.3M 0.07% 295
2016
Q1 		$182M Sell
1,954,074
-168,521
-8% -$14.6M 0.07% 308
2015
Q4 		$195M Sell
2,122,595
-611,202
-22% -$58M 0.07% 297
2015
Q3 		$246M Buy
2,733,797
+210,917
+8% +$20.2M 0.09% 241
2015
Q2 		$257M Sell
2,522,880
-760,873
-23% -$78.3M 0.09% 254
2015
Q1 		$339M Buy
3,283,753
+279,978
+9% +$28.2M 0.12% 190
2014
Q4 		$305M Buy
3,003,775
+333,162
+12% +$32.7M 0.11% 214
2014
Q3 		$250M Buy
2,670,613
+745,257
+39% +$73.8M 0.1% 236
2014
Q2 		$199M Sell
1,925,356
-96,033
-5% -$9.55M 0.08% 279
2014
Q1 		$204M Buy
2,021,389
+232,498
+13% +$22.9M 0.09% 268
2013
Q4 		$178M Buy
1,788,891
+100,227
+6% +$9.57M 0.08% 292
2013
Q3 		$155M Buy
1,688,664
+144,113
+9% +$13M 0.07% 313
2013
Q2 		$133M Buy
+1,544,551
New +$131M 0.07% 334

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's IWN Position: Q2 2026 in Review

Morgan Stanley reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.8% in Q2 2026, selling an estimated $25.4M and leaving 4,238,800 shares worth $938M. The position accounts for 0.05% of the portfolio, ranked #338.

Morgan Stanley first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29B in Q1 2021. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Morgan Stanley held 4,238,800 shares of iShares Russell 2000 Value ETF worth $938M as of Q2 2026.
  • Morgan Stanley sold 121,541 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $25.4M.
  • iShares Russell 2000 Value ETF made up 0.05% of Morgan Stanley's portfolio in Q2 2026, its #338 holding.
  • Morgan Stanley first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's iShares Russell 2000 Value ETF position peaked at $1.29B in Q1 2021.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.