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TIAA FSB’s iShares Russell 2000 ETF IWM Stock Holding History

TIAA FSB’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$134M Sell
713,729
-6,675
-0.9% -$1.19M 0.48% 43
2023
Q1 		$129M Sell
720,404
-41,579
-5% -$7.66M 0.48% 44
2022
Q4 		$133M Sell
761,983
-34,553
-4% -$6.15M 0.52% 43
2022
Q3 		$131M Sell
796,536
-23,806
-3% -$4.34M 0.56% 38
2022
Q2 		$139M Sell
820,342
-110,265
-12% -$20.3M 0.55% 40
2022
Q1 		$190M Sell
930,607
-10,427
-1% -$2.13M 0.66% 33
2021
Q4 		$209M Sell
941,034
-19,089
-2% -$4.31M 0.69% 34
2021
Q3 		$210M Sell
960,123
-31,182
-3% -$6.91M 0.73% 32
2021
Q2 		$227M Sell
991,305
-18,056
-2% -$4.06M 0.78% 27
2021
Q1 		$223M Buy
1,009,361
+8,051
+0.8% +$1.76M 0.8% 28
2020
Q4 		$196M Sell
1,001,310
-56,301
-5% -$9.85M 0.74% 29
2020
Q3 		$158M Sell
1,057,611
-26,689
-2% -$4.02M 0.71% 31
2020
Q2 		$155M Sell
1,084,300
-40,108
-4% -$5.26M 0.74% 30
2020
Q1 		$129M Buy
1,124,408
+23,512
+2% +$3.51M 0.74% 27
2019
Q4 		$182M Buy
1,100,896
+25,290
+2% +$4M 0.88% 26
2019
Q3 		$163M Buy
1,075,606
+76,252
+8% +$11.6M 0.85% 26
2019
Q2 		$155M Buy
999,354
+132,240
+15% +$20.4M 0.86% 25
2019
Q1 		$133M Sell
867,114
-24,249
-3% -$3.64M 1.07% 23
2018
Q4 		$119M Sell
891,363
-47,192
-5% -$7.04M 0.68% 31
2018
Q3 		$158M Sell
938,555
-20,016
-2% -$3.38M 0.83% 26
2018
Q2 		$157M Sell
958,571
-94,152
-9% -$15.1M 0.87% 25
2018
Q1 		$160M Buy
1,052,723
+19,969
+2% +$3.08M 0.92% 26
2017
Q4 		$157M Buy
1,032,754
+8,015
+0.8% +$1.2M 0.91% 25
2017
Q3 		$152M Buy
1,024,739
+14,252
+1% +$2.01M 0.94% 25
2017
Q2 		$142M Buy
+1,010,487
New +$140M 0.97% 25

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB's IWM Position: Q2 2023 in Review

TIAA FSB reduced its iShares Russell 2000 ETF (IWM) stake by 0.93% in Q2 2023, selling an estimated $1.19M and leaving 713,729 shares worth $134M. The position accounts for 0.48% of the portfolio, ranked #43.

TIAA FSB first reported a position in IWM in Q2 2017 and has held it in 25 quarters since. The position peaked at $227M in Q2 2021. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

  • TIAA FSB held 713,729 shares of iShares Russell 2000 ETF worth $134M as of Q2 2023.
  • TIAA FSB sold 6,675 iShares Russell 2000 ETF shares in Q2 2023, an estimated $1.19M.
  • iShares Russell 2000 ETF made up 0.48% of TIAA FSB's portfolio in Q2 2023, its #43 holding.
  • TIAA FSB first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 25 quarters since.
  • TIAA FSB's iShares Russell 2000 ETF position peaked at $227M in Q2 2021.
  • 1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.