TIAA-CREF Individual & Institutional Services
RFG icon

TIAA-CREF Individual & Institutional Services’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$207K Hold
3,500
– – ﹤0.01% 704
2026
Q2 		$226K Buy
+3,500
New +$214K ﹤0.01% 656

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q3 2026 at 3,500 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

TIAA-CREF Individual & Institutional Services first reported a position in RFG in Q2 2026 and has held it in 2 quarters since. The position peaked at $226K in Q2 2026. 97 funds tracked by Wall St. Rank hold RFG as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 3,500 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $207K as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q3 2026.
  • Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #704 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • TIAA-CREF Individual & Institutional Services's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $226K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2026.

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