TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$259M Buy
1,237,811
+19,139
+2% +$4.23M 0.88% 31
2026
Q2 		$270M Buy
1,218,672
+17,978
+1% +$3.76M 0.93% 30
2026
Q1 		$228M Buy
+1,200,694
New +$232M 0.88% 29

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's IWN Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services increased its iShares Russell 2000 Value ETF (IWN) stake by 1.6% in Q3 2026, buying an estimated $4.23M and bringing the position to 1,237,811 shares worth $259M. The position accounts for 0.88% of the portfolio, ranked #31.

TIAA-CREF Individual & Institutional Services first reported a position in IWN in Q1 2026 and has held it in 3 quarters since. The position peaked at $270M in Q2 2026. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 1,237,811 shares of iShares Russell 2000 Value ETF worth $259M as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services bought 19,139 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $4.23M.
  • iShares Russell 2000 Value ETF made up 0.88% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #31 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • TIAA-CREF Individual & Institutional Services's iShares Russell 2000 Value ETF position peaked at $270M in Q2 2026.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.