TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.05B Sell
9,592,675
-266,346
-3% -$29.5M 3.56% 6
2026
Q2 		$1.04B Sell
9,859,021
-381,800
-4% -$38.6M 3.57% 6
2026
Q1 		$949M Buy
+10,240,821
New +$974M 3.65% 6

Other funds holding IWX

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 2.7% in Q3 2026, selling an estimated $29.5M and leaving 9,592,675 shares worth $1.05B. The position accounts for 3.56% of the portfolio, ranked #6.

TIAA-CREF Individual & Institutional Services first reported a position in IWX in Q1 2026 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 9,592,675 shares of iShares Russell Top 200 Value ETF worth $1.05B as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services sold 266,346 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $29.5M.
  • iShares Russell Top 200 Value ETF made up 3.56% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #6 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

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