Morgan Stanley’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451M | Buy |
1,284,865
+124,212
| +11% | +$43.6M | 0.03% | 539 |
|
|
2025
Q1 | $369M | Buy |
1,160,653
+24,150
| +2% | +$7.67M | 0.03% | 579 |
|
|
2024
Q4 | $380M | Buy |
1,136,503
+65,608
| +6% | +$21.9M | 0.03% | 575 |
|
|
2024
Q3 | $350M | Sell |
1,070,895
-145,327
| -12% | -$47.5M | 0.03% | 600 |
|
|
2024
Q2 | $375M | Sell |
1,216,222
-1,838
| -0.2% | -$567K | 0.03% | 551 |
|
|
2024
Q1 | $366M | Sell |
1,218,060
-1,305,918
| -52% | -$392M | 0.03% | 558 |
|
|
2023
Q4 | $691M | Buy |
2,523,978
+1,301,709
| +106% | +$356M | 0.03% | 541 |
|
|
2023
Q3 | $300M | Buy |
1,222,269
+177,372
| +17% | +$43.5M | 0.03% | 555 |
|
|
2023
Q2 | $266M | Sell |
1,044,897
-86,436
| -8% | -$22M | 0.03% | 605 |
|
|
2023
Q1 | $266M | Buy |
1,131,333
+203,708
| +22% | +$48M | 0.03% | 594 |
|
|
2022
Q4 | $205M | Buy |
927,625
+226,851
| +32% | +$50.1M | 0.02% | 674 |
|
|
2022
Q3 | $145M | Sell |
700,774
-349,226
| -33% | -$72.3M | 0.02% | 717 |
|
|
2022
Q2 | $228M | Buy |
1,050,000
+163,224
| +18% | +$35.5M | 0.03% | 537 |
|
|
2022
Q1 | $233M | Buy |
886,776
+4,498
| +0.5% | +$1.18M | 0.03% | 480 |
|
|
2021
Q4 | $245M | Buy |
882,278
+147,324
| +20% | +$40.9M | 0.03% | 488 |
|
|
2021
Q3 | $187M | Buy |
734,954
+109,581
| +18% | +$27.9M | 0.03% | 555 |
|
|
2021
Q2 | $160M | Buy |
625,373
+23,454
| +4% | +$6M | 0.02% | 631 |
|
|
2021
Q1 | $143M | Buy |
601,919
+17,063
| +3% | +$4.05M | 0.02% | 607 |
|
|
2020
Q4 | $131M | Sell |
584,856
-40,946
| -7% | -$9.15M | 0.02% | 606 |
|
|
2020
Q3 | $122M | Buy |
625,802
+7,624
| +1% | +$1.49M | 0.02% | 528 |
|
|
2020
Q2 | $111M | Sell |
618,178
-172,793
| -22% | -$31.1M | 0.02% | 507 |
|
|
2020
Q1 | $117M | Buy |
790,971
+179,620
| +29% | +$26.6M | 0.03% | 451 |
|
|
2019
Q4 | $115M | Sell |
611,351
-21,160
| -3% | -$3.99M | 0.03% | 549 |
|
|
2019
Q3 | $110M | Buy |
632,511
+19,869
| +3% | +$3.45M | 0.03% | 527 |
|
|
2019
Q2 | $106M | Sell |
612,642
-18,425
| -3% | -$3.18M | 0.03% | 547 |
|
|
2019
Q1 | $105M | Sell |
631,067
-222,742
| -26% | -$37.1M | 0.03% | 519 |
|
|
2018
Q4 | $125M | Buy |
853,809
+350,563
| +70% | +$51.5M | 0.04% | 445 |
|
|
2018
Q3 | $86.7M | Sell |
503,246
-19,866
| -4% | -$3.42M | 0.02% | 665 |
|
|
2018
Q2 | $84.9M | Sell |
523,112
-13,738
| -3% | -$2.23M | 0.02% | 651 |
|
|
2018
Q1 | $83.9M | Sell |
536,850
-9,298
| -2% | -$1.45M | 0.02% | 665 |
|
|
2017
Q4 | $86.4M | Buy |
546,148
+65,461
| +14% | +$10.4M | 0.02% | 658 |
|
|
2017
Q3 | $71.8M | Buy |
480,687
+33,464
| +7% | +$5M | 0.02% | 716 |
|
|
2017
Q2 | $64.4M | Buy |
447,223
+39,264
| +10% | +$5.65M | 0.02% | 777 |
|
|
2017
Q1 | $57.1M | Buy |
407,959
+67,455
| +20% | +$9.44M | 0.02% | 836 |
|
|
2016
Q4 | $45.3M | Buy |
340,504
+103,029
| +43% | +$13.7M | 0.01% | 945 |
|
|
2016
Q3 | $30.4M | Buy |
237,475
+22,273
| +10% | +$2.86M | 0.01% | 1148 |
|
|
2016
Q2 | $26.7M | Sell |
215,202
-106,845
| -33% | -$13.3M | 0.01% | 1199 |
|
|
2016
Q1 | $38.9M | Sell |
322,047
-87,375
| -21% | -$10.6M | 0.02% | 896 |
|
|
2015
Q4 | $49.3M | Buy |
409,422
+105,204
| +35% | +$12.7M | 0.02% | 791 |
|
|
2015
Q3 | $34.6M | Sell |
304,218
-19,213
| -6% | -$2.19M | 0.01% | 1012 |
|
|
2015
Q2 | $40.1M | Buy |
323,431
+345
| +0.1% | +$42.8K | 0.01% | 993 |
|
|
2015
Q1 | $40M | Sell |
323,086
-59,594
| -16% | -$7.38M | 0.01% | 979 |
|
|
2014
Q4 | $46.8M | Buy |
382,680
+28,478
| +8% | +$3.48M | 0.02% | 902 |
|
|
2014
Q3 | $41.4M | Sell |
354,202
-41,266
| -10% | -$4.82M | 0.02% | 925 |
|
|
2014
Q2 | $46.6M | Buy |
395,468
+7,173
| +2% | +$845K | 0.02% | 842 |
|
|
2014
Q1 | $43.6M | Sell |
388,295
-36,412
| -9% | -$4.09M | 0.02% | 826 |
|
|
2013
Q4 | $47M | Sell |
424,707
-16,206
| -4% | -$1.79M | 0.02% | 772 |
|
|
2013
Q3 | $44.6M | Sell |
440,913
-156,464
| -26% | -$15.8M | 0.02% | 737 |
|
|
2013
Q2 | $57.6M | Buy |
+597,377
| New | +$57.6M | 0.03% | 587 |
|