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Disclosery

MORGAN STANLEY: IWM position timeline

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

MORGAN STANLEY held 18,693,662 IWM 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 18,693,662 shares
    Change vs previous 13F -11,068,267 shares

    0.3% of the 13F portfolio, value $5,616,511,499.

    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 29,761,929 shares
    Change vs previous 13F +12,640,789 shares

    0.44% of the 13F portfolio, value $7,380,959,212.

    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 17,121,140 shares
    Change vs previous 13F -1,030,829 shares

    0.25% of the 13F portfolio, value $4,214,540,982.

    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 18,151,969 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,392,051,566.

    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).