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TIAA-CREF Individual & Institutional Services’s iShares S&P 500 Value ETF IVE Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.12M Buy
18,126
+269
+2% +$60.1K 0.01% 207
2026
Q1 		$3.77M Buy
+17,857
New +$3.87M 0.01% 204

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's IVE Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services increased its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q2 2026, buying an estimated $60.1K and bringing the position to 18,126 shares worth $4.12M. The position accounts for 0.01% of the portfolio, ranked #207.

TIAA-CREF Individual & Institutional Services first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 18,126 shares of iShares S&P 500 Value ETF worth $4.12M as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services bought 269 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $60.1K.
  • iShares S&P 500 Value ETF made up 0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #207 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.