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MORGAN STANLEY: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on IWB, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 2,040,874 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,040,874 shares
    Change vs previous 13F +11,089 shares

    0.04% of the 13F portfolio, value $835,739,597.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,029,785 shares
    Change vs previous 13F -60,090 shares

    0.04% of the 13F portfolio, value $723,741,421.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 2,089,875 shares
    Change vs previous 13F -907,914 shares

    0.05% of the 13F portfolio, value $780,444,114.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,997,789 shares
    Change vs previous 13F +177,661 shares

    0.07% of the 13F portfolio, value $1,095,632,919.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 2,820,128 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $886,621,117.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).