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

TIAA-CREF Individual & Institutional Services’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$192M	Sell	537,848 -8,603	-2%	-$3.25M	0.65%	42
2026 Q2	$215M	Sell	546,451 -29,371	-5%	-$10.7M	0.74%	38
2026 Q1	$181M	Buy	+575,822	New	+$192M	0.69%	39

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q3 2026, selling an estimated $3.25M and leaving 537,848 shares worth $192M. The position accounts for 0.65% of the portfolio, ranked #42.

TIAA-CREF Individual & Institutional Services first reported a position in IWO in Q1 2026 and has held it in 3 quarters since. The position peaked at $215M in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

TIAA-CREF Individual & Institutional Services held 537,848 shares of iShares Russell 2000 Growth ETF worth $192M as of Q3 2026.
TIAA-CREF Individual & Institutional Services sold 8,603 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $3.25M.
iShares Russell 2000 Growth ETF made up 0.65% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #42 holding.
TIAA-CREF Individual & Institutional Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2026 and has held it in 3 quarters since.
TIAA-CREF Individual & Institutional Services's iShares Russell 2000 Growth ETF position peaked at $215M in Q2 2026.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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