Morgan Stanley’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977M | Buy |
10,627,845
+566,515
| +6% | +$52.1M | 0.06% | 272 |
|
|
2025
Q1 | $856M | Buy |
10,061,330
+2,085,759
| +26% | +$177M | 0.06% | 300 |
|
|
2024
Q4 | $705M | Buy |
7,975,571
+499,327
| +7% | +$44.1M | 0.05% | 355 |
|
|
2024
Q3 | $659M | Buy |
7,476,244
+18,413
| +0.2% | +$1.62M | 0.05% | 363 |
|
|
2024
Q2 | $605M | Sell |
7,457,831
-50,793
| -0.7% | -$4.12M | 0.05% | 369 |
|
|
2024
Q1 | $631M | Sell |
7,508,624
-6,883,138
| -48% | -$579M | 0.05% | 347 |
|
|
2023
Q4 | $1.12B | Buy |
14,391,762
+7,340,876
| +104% | +$571M | 0.05% | 353 |
|
|
2023
Q3 | $488M | Sell |
7,050,886
-495,408
| -7% | -$34.3M | 0.05% | 363 |
|
|
2023
Q2 | $551M | Buy |
7,546,294
+783,379
| +12% | +$57.2M | 0.05% | 334 |
|
|
2023
Q1 | $473M | Sell |
6,762,915
-320,872
| -5% | -$22.4M | 0.05% | 366 |
|
|
2022
Q4 | $478M | Buy |
7,083,787
+46,963
| +0.7% | +$3.17M | 0.05% | 354 |
|
|
2022
Q3 | $437M | Buy |
7,036,824
+123,448
| +2% | +$7.67M | 0.06% | 306 |
|
|
2022
Q2 | $447M | Buy |
6,913,376
+106,381
| +2% | +$6.88M | 0.06% | 322 |
|
|
2022
Q1 | $531M | Sell |
6,806,995
-60,945
| -0.9% | -$4.76M | 0.07% | 253 |
|
|
2021
Q4 | $570M | Buy |
6,867,940
+332,962
| +5% | +$27.6M | 0.07% | 259 |
|
|
2021
Q3 | $511M | Buy |
6,534,978
+187,500
| +3% | +$14.7M | 0.07% | 257 |
|
|
2021
Q2 | $503M | Buy |
6,347,478
+1,053,988
| +20% | +$83.5M | 0.07% | 266 |
|
|
2021
Q1 | $391M | Buy |
5,293,490
+131,841
| +3% | +$9.75M | 0.06% | 292 |
|
|
2020
Q4 | $354M | Buy |
5,161,649
+199,920
| +4% | +$13.7M | 0.05% | 299 |
|
|
2020
Q3 | $285M | Buy |
4,961,729
+90,585
| +2% | +$5.2M | 0.06% | 291 |
|
|
2020
Q2 | $261M | Buy |
4,871,144
+405,624
| +9% | +$21.7M | 0.06% | 280 |
|
|
2020
Q1 | $193M | Buy |
4,465,520
+540,617
| +14% | +$23.3M | 0.05% | 313 |
|
|
2019
Q4 | $234M | Sell |
3,924,903
-123,269
| -3% | -$7.35M | 0.05% | 336 |
|
|
2019
Q3 | $226M | Buy |
4,048,172
+8,719
| +0.2% | +$488K | 0.06% | 315 |
|
|
2019
Q2 | $226M | Buy |
4,039,453
+48,293
| +1% | +$2.7M | 0.06% | 313 |
|
|
2019
Q1 | $215M | Sell |
3,991,160
-197,872
| -5% | -$10.7M | 0.06% | 316 |
|
|
2018
Q4 | $195M | Sell |
4,189,032
-95,580
| -2% | -$4.44M | 0.06% | 326 |
|
|
2018
Q3 | $236M | Sell |
4,284,612
-1,604
| -0% | -$88.4K | 0.06% | 322 |
|
|
2018
Q2 | $227M | Buy |
4,286,216
+83,664
| +2% | +$4.44M | 0.06% | 309 |
|
|
2018
Q1 | $217M | Buy |
4,202,552
+22,552
| +0.5% | +$1.16M | 0.06% | 314 |
|
|
2017
Q4 | $217M | Sell |
4,180,000
-50,392
| -1% | -$2.62M | 0.06% | 327 |
|
|
2017
Q3 | $209M | Buy |
4,230,392
+67,256
| +2% | +$3.31M | 0.06% | 302 |
|
|
2017
Q2 | $200M | Sell |
4,163,136
-39,692
| -0.9% | -$1.91M | 0.06% | 331 |
|
|
2017
Q1 | $197M | Buy |
4,202,828
+158,332
| +4% | +$7.41M | 0.06% | 327 |
|
|
2016
Q4 | $181M | Buy |
4,044,496
+228,900
| +6% | +$10.2M | 0.06% | 338 |
|
|
2016
Q3 | $166M | Buy |
3,815,596
+124,312
| +3% | +$5.42M | 0.06% | 364 |
|
|
2016
Q2 | $155M | Sell |
3,691,284
-96,952
| -3% | -$4.08M | 0.06% | 370 |
|
|
2016
Q1 | $154M | Sell |
3,788,236
-172,392
| -4% | -$7.02M | 0.06% | 349 |
|
|
2015
Q4 | $159M | Sell |
3,960,628
-20,172
| -0.5% | -$808K | 0.06% | 345 |
|
|
2015
Q3 | $155M | Sell |
3,980,800
-145,324
| -4% | -$5.65M | 0.06% | 342 |
|
|
2015
Q2 | $176M | Buy |
4,126,124
+314,676
| +8% | +$13.4M | 0.06% | 339 |
|
|
2015
Q1 | $165M | Buy |
3,811,448
+138,120
| +4% | +$5.98M | 0.06% | 345 |
|
|
2014
Q4 | $153M | Buy |
3,673,328
+757,020
| +26% | +$31.6M | 0.06% | 374 |
|
|
2014
Q3 | $115M | Buy |
2,916,308
+22,864
| +0.8% | +$905K | 0.04% | 463 |
|
|
2014
Q2 | $118M | Sell |
2,893,444
-26,500
| -0.9% | -$1.08M | 0.05% | 451 |
|
|
2014
Q1 | $113M | Buy |
2,919,944
+63,200
| +2% | +$2.45M | 0.05% | 433 |
|
|
2013
Q4 | $107M | Buy |
2,856,744
+66,888
| +2% | +$2.51M | 0.05% | 426 |
|
|
2013
Q3 | $97M | Buy |
2,789,856
+248,136
| +10% | +$8.63M | 0.05% | 429 |
|
|
2013
Q2 | $82.5M | Buy |
+2,541,720
| New | +$82.5M | 0.04% | 456 |
|