Morgan Stanley
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Morgan Stanley’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Morgan Stanley’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1M Sell
195,341
-56,861
-23% -$5.41M ﹤0.01% 3052
2025
Q4 		$23.2M Buy
252,202
+67,212
+36% +$6.03M ﹤0.01% 2793
2025
Q3 		$16.3M Buy
184,990
+3,474
+2% +$298K ﹤0.01% 3078
2025
Q2 		$15.3M Sell
181,516
-11,072
-6% -$891K ﹤0.01% 3066
2025
Q1 		$15.8M Sell
192,588
-49,436
-20% -$4.07M ﹤0.01% 2927
2024
Q4 		$19.1M Buy
242,024
+67,137
+38% +$5.51M ﹤0.01% 2794
2024
Q3 		$14.2M Buy
174,887
+29,690
+20% +$2.32M ﹤0.01% 3130
2024
Q2 		$10.9M Sell
145,197
-143
-0.1% -$10.7K ﹤0.01% 3260
2024
Q1 		$11.1M Sell
145,340
-136,686
-48% -$9.89M ﹤0.01% 3269
2023
Q4 		$19.8M Buy
282,026
+140,805
+100% +$9.34M ﹤0.01% 3356
2023
Q3 		$9.23M Sell
141,221
-12,713
-8% -$863K ﹤0.01% 3200
2023
Q2 		$10.4M Sell
153,934
-9,172
-6% -$603K ﹤0.01% 3121
2023
Q1 		$10.6M Sell
163,106
-135,457
-45% -$8.89M ﹤0.01% 3091
2022
Q4 		$19.4M Buy
298,563
+177,449
+147% +$11.3M ﹤0.01% 2372
2022
Q3 		$6.99M Sell
121,114
-2,415
-2% -$153K ﹤0.01% 3346
2022
Q2 		$7.63M Buy
123,529
+3,451
+3% +$228K ﹤0.01% 3358
2022
Q1 		$8.36M Sell
120,078
-9,019
-7% -$623K ﹤0.01% 3121
2021
Q4 		$9.05M Buy
129,097
+8,714
+7% +$596K ﹤0.01% 3052
2021
Q3 		$7.9M Buy
120,383
+7,682
+7% +$517K ﹤0.01% 3180
2021
Q2 		$7.49M Buy
112,701
+11,964
+12% +$793K ﹤0.01% 3331
2021
Q1 		$6.42M Buy
100,737
+22,875
+29% +$1.39M ﹤0.01% 3143
2020
Q4 		$4.51M Buy
77,862
+16,325
+27% +$892K ﹤0.01% 3371
2020
Q3 		$3.14M Sell
61,537
-27
-0% -$1.39K ﹤0.01% 3202
2020
Q2 		$3.01M Buy
61,564
+1,171
+2% +$56.5K ﹤0.01% 3193
2020
Q1 		$2.66M Sell
60,393
-430,177
-88% -$23.1M ﹤0.01% 3096
2019
Q4 		$28.7M Buy
490,570
+418,332
+579% +$23.6M 0.01% 1336
2019
Q3 		$3.96M Buy
72,238
+1,190
+2% +$64.6K ﹤0.01% 3122
2019
Q2 		$3.84M Sell
71,048
-1,159
-2% -$61.8K ﹤0.01% 3195
2019
Q1 		$3.79M Sell
72,207
-62,550
-46% -$3.2M ﹤0.01% 2979
2018
Q4 		$6.44M Sell
134,757
-124,983
-48% -$6.4M ﹤0.01% 2592
2018
Q3 		$13.9M Buy
259,740
+8,317
+3% +$439K ﹤0.01% 2062
2018
Q2 		$12.8M Sell
251,423
-2,964
-1% -$151K ﹤0.01% 2095
2018
Q1 		$12.8M Sell
254,387
-60,279
-19% -$3.18M ﹤0.01% 2100
2017
Q4 		$16.5M Sell
314,666
-2,114
-0.7% -$108K ﹤0.01% 1861
2017
Q3 		$15.8M Sell
316,780
-2,112
-0.7% -$104K ﹤0.01% 1801
2017
Q2 		$15.6M Sell
318,892
-941
-0.3% -$45.4K ﹤0.01% 1750
2017
Q1 		$15.4M Buy
319,833
+73,279
+30% +$3.53M ﹤0.01% 1786
2016
Q4 		$11.6M Buy
246,554
+24,689
+11% +$1.12M ﹤0.01% 2093
2016
Q3 		$9.8M Buy
221,865
+3,706
+2% +$164K ﹤0.01% 2024
2016
Q2 		$9.46M Sell
218,159
-415
-0.2% -$17.6K ﹤0.01% 2024
2016
Q1 		$9.1M Sell
218,574
-11,779
-5% -$468K ﹤0.01% 1931
2015
Q4 		$9.61M Buy
230,353
+6,953
+3% +$292K ﹤0.01% 2021
2015
Q3 		$8.73M Buy
223,400
+901
+0.4% +$37.7K ﹤0.01% 2097
2015
Q2 		$9.72M Sell
222,499
-293,561
-57% -$13M ﹤0.01% 2141
2015
Q1 		$22.3M Sell
516,060
-13,610
-3% -$594K 0.01% 1372
2014
Q4 		$23.6M Buy
529,670
+34,562
+7% +$1.5M 0.01% 1345
2014
Q3 		$21.2M Buy
495,108
+8,661
+2% +$372K 0.01% 1402
2014
Q2 		$20.8M Sell
486,447
-8,289
-2% -$345K 0.01% 1407
2014
Q1 		$20.2M Buy
494,736
+6,245
+1% +$248K 0.01% 1362
2013
Q4 		$19.7M Buy
488,491
+132,022
+37% +$5.1M 0.01% 1354
2013
Q3 		$13.1M Buy
356,469
+61,281
+21% +$2.28M 0.01% 1557
2013
Q2 		$10.6M Buy
+295,188
New +$10.5M 0.01% 1660

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Morgan Stanley's IWX Position: Q1 2026 in Review

Morgan Stanley reduced its iShares Russell Top 200 Value ETF (IWX) stake by 23% in Q1 2026, selling an estimated $5.41M and leaving 195,341 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

Morgan Stanley first reported a position in IWX in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.7M in Q4 2019. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Morgan Stanley held 195,341 shares of iShares Russell Top 200 Value ETF worth $18.1M as of Q1 2026.
  • Morgan Stanley sold 56,861 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $5.41M.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3052 holding.
  • Morgan Stanley first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Russell Top 200 Value ETF position peaked at $28.7M in Q4 2019.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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