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MORGAN STANLEY: IWD position timeline

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

MORGAN STANLEY held 40,662,951 IWD 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 40,662,951 shares
    Change vs previous 13F -1,564,306 shares

    0.52% of the 13F portfolio, value $9,857,920,114.

    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 42,227,257 shares
    Change vs previous 13F +2,563,670 shares

    0.54% of the 13F portfolio, value $9,022,698,906.

    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 39,663,587 shares
    Change vs previous 13F +3,280,476 shares

    0.5% of the 13F portfolio, value $8,342,839,679.

    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 36,383,111 shares
    Change vs previous 13F +703,830 shares

    0.45% of the 13F portfolio, value $7,407,238,267.

    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 ended2025-06-30
    13F 35,679,281 shares
    Change vs previous 13F -2,589,088 shares

    0.45% of the 13F portfolio, value $6,929,987,505.

    13F-HR 0000895421-25-000499 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).

  6. period ended2025-03-31
    13F 38,268,369 shares
    Change vs previous 13F -109,214 shares

    0.51% of the 13F portfolio, value $7,200,577,069.

    13F-HR 0000895421-25-000381 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).

  7. period ended2024-12-31
    13F/A 38,377,583 shares
    Change vs previous 13F +6,497,518 shares

    0.5% of the 13F portfolio, value $7,104,842,420.

    13F-HR/A 0000895421-25-000380 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).

  8. period ended2024-09-30
    13F/A 31,880,065 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,050,836,826.

    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).