Morgan Stanley
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Morgan Stanley’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Morgan Stanley’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$864M Buy
2,753,342
+133,971
+5% +$44.6M 0.05% 339
2025
Q4 		$846M Buy
2,619,371
+123,413
+5% +$40.1M 0.05% 346
2025
Q3 		$799M Sell
2,495,958
-155,230
-6% -$46.8M 0.05% 368
2025
Q2 		$758M Buy
2,651,188
+31,742
+1% +$8.36M 0.05% 366
2025
Q1 		$669M Buy
2,619,446
+73,066
+3% +$20.6M 0.05% 372
2024
Q4 		$733M Sell
2,546,380
-10,183
-0.4% -$3.01M 0.05% 346
2024
Q3 		$726M Buy
2,556,563
+50,967
+2% +$14M 0.05% 336
2024
Q2 		$658M Sell
2,505,596
-840,548
-25% -$218M 0.05% 337
2024
Q1 		$906M Sell
3,346,144
-3,333,280
-50% -$852M 0.07% 250
2023
Q4 		$1.68B Buy
6,679,424
+3,644,376
+120% +$821M 0.07% 248
2023
Q3 		$680M Sell
3,035,048
-229,206
-7% -$54.9M 0.07% 266
2023
Q2 		$792M Buy
3,264,254
+418,879
+15% +$96M 0.08% 243
2023
Q1 		$645M Sell
2,845,375
-105,894
-4% -$24.2M 0.07% 274
2022
Q4 		$633M Sell
2,951,269
-68,878
-2% -$15.1M 0.07% 281
2022
Q3 		$624M Sell
3,020,147
-74,253
-2% -$16.7M 0.09% 229
2022
Q2 		$638M Buy
3,094,400
+9,442
+0.3% +$2.11M 0.08% 229
2022
Q1 		$789M Buy
3,084,958
+104,241
+3% +$26.7M 0.11% 195
2021
Q4 		$873M Sell
2,980,717
-396,620
-12% -$120M 0.11% 192
2021
Q3 		$992M Sell
3,377,337
-362,255
-10% -$109M 0.13% 168
2021
Q2 		$1.17B Buy
3,739,592
+366,114
+11% +$110M 0.15% 147
2021
Q1 		$1.01B Buy
3,373,478
+504,941
+18% +$157M 0.15% 147
2020
Q4 		$822M Buy
2,868,537
+72,728
+3% +$18.5M 0.13% 172
2020
Q3 		$619M Sell
2,795,809
-287,050
-9% -$62.8M 0.12% 177
2020
Q2 		$638M Buy
3,082,859
+432,405
+16% +$80.9M 0.14% 155
2020
Q1 		$419M Buy
2,650,454
+378,913
+17% +$75.2M 0.11% 174
2019
Q4 		$487M Sell
2,271,541
-537,100
-19% -$109M 0.11% 178
2019
Q3 		$541M Sell
2,808,641
-31,897
-1% -$6.32M 0.14% 147
2019
Q2 		$571M Sell
2,840,538
-877,101
-24% -$173M 0.15% 145
2019
Q1 		$731M Sell
3,717,639
-9,767
-0.3% -$1.86M 0.21% 111
2018
Q4 		$626M Buy
3,727,406
+402,723
+12% +$75.1M 0.19% 118
2018
Q3 		$715M Buy
3,324,683
+80,349
+2% +$17.1M 0.18% 119
2018
Q2 		$663M Buy
3,244,334
+1,115,915
+52% +$223M 0.18% 123
2018
Q1 		$406M Sell
2,128,419
-469,095
-18% -$90.1M 0.11% 182
2017
Q4 		$485M Sell
2,597,514
-263,047
-9% -$48M 0.13% 156
2017
Q3 		$512M Buy
2,860,561
+593,170
+26% +$101M 0.15% 146
2017
Q2 		$383M Buy
2,267,391
+171,450
+8% +$28.2M 0.12% 188
2017
Q1 		$339M Buy
2,095,941
+175,715
+9% +$27.9M 0.1% 206
2016
Q4 		$296M Sell
1,920,226
-18,074
-0.9% -$2.7M 0.1% 221
2016
Q3 		$289M Buy
1,938,300
+126,028
+7% +$18.4M 0.1% 228
2016
Q2 		$249M Sell
1,812,272
-255,726
-12% -$34.5M 0.09% 240
2016
Q1 		$274M Sell
2,067,998
-367,997
-15% -$45.9M 0.11% 211
2015
Q4 		$339M Sell
2,435,995
-593,866
-20% -$84.2M 0.12% 187
2015
Q3 		$406M Sell
3,029,861
-351,945
-10% -$52.1M 0.15% 156
2015
Q2 		$523M Buy
3,381,806
+476,118
+16% +$73M 0.18% 135
2015
Q1 		$440M Sell
2,905,688
-61,607
-2% -$8.98M 0.16% 151
2014
Q4 		$422M Buy
2,967,295
+276,002
+10% +$37.3M 0.15% 151
2014
Q3 		$349M Sell
2,691,293
-1,926,195
-42% -$258M 0.13% 177
2014
Q2 		$639M Buy
4,617,488
+2,011,559
+77% +$264M 0.25% 71
2014
Q1 		$355M Buy
2,605,929
+817,944
+46% +$112M 0.15% 163
2013
Q4 		$242M Buy
1,787,985
+80,172
+5% +$10.4M 0.1% 220
2013
Q3 		$215M Buy
1,707,813
+155,661
+10% +$18.8M 0.1% 224
2013
Q2 		$173M Buy
+1,552,152
New +$170M 0.09% 260

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley's IWO Position: Q1 2026 in Review

Morgan Stanley increased its iShares Russell 2000 Growth ETF (IWO) stake by 5.1% in Q1 2026, buying an estimated $44.6M and bringing the position to 2,753,342 shares worth $864M. The position accounts for 0.05% of the portfolio, ranked #339.

Morgan Stanley first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.68B in Q4 2023. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Morgan Stanley held 2,753,342 shares of iShares Russell 2000 Growth ETF worth $864M as of Q1 2026.
  • Morgan Stanley bought 133,971 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $44.6M.
  • iShares Russell 2000 Growth ETF made up 0.05% of Morgan Stanley's portfolio in Q1 2026, its #339 holding.
  • Morgan Stanley first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Russell 2000 Growth ETF position peaked at $1.68B in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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