TIAA Trust, National Association’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

TIAA Trust, National Association’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Sell	71,093 -361	-0.5%	-$49.5K	0.62%	44
2026 Q1	$8.88M	Sell	71,454 -380,564	-84%	-$48.3M	0.54%	44
2025 Q4	$54.3M	Sell	452,018 -35,323	-7%	-$4.22M	0.13%	85
2025 Q3	$57.9M	Sell	487,341 -28,690	-6%	-$3.3M	0.14%	81
2025 Q2	$56.4M	Sell	516,031 -7,952	-2%	-$822K	0.15%	76
2025 Q1	$54.8M	Buy	523,983 +6,745	+1%	+$761K	0.17%	79
2024 Q4	$59.6M	Sell	517,238 -7,988	-2%	-$954K	0.18%	75
2024 Q3	$61.4M	Buy	525,226 +36,199	+7%	+$4.09M	0.18%	71
2024 Q2	$52.2M	Sell	489,027 -37,657	-7%	-$4.03M	0.16%	78
2024 Q1	$58.2M	Sell	526,684 -138,829	-21%	-$14.7M	0.18%	73
2023 Q4	$72M	Buy	665,513 +23,573	+4%	+$2.27M	0.24%	60
2023 Q3	$60.6M	Buy	+641,940	New	+$64.1M	0.22%	69

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA Trust, National Association's IJR Position: Q2 2026 in Review

TIAA Trust, National Association reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.51% in Q2 2026, selling an estimated $49.5K and leaving 71,093 shares worth $10.5M. The position accounts for 0.62% of the portfolio, ranked #44.

TIAA Trust, National Association first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. The position peaked at $72M in Q4 2023. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

TIAA Trust, National Association held 71,093 shares of iShares Core S&P Small-Cap ETF worth $10.5M as of Q2 2026.
TIAA Trust, National Association sold 361 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $49.5K.
iShares Core S&P Small-Cap ETF made up 0.62% of TIAA Trust, National Association's portfolio in Q2 2026, its #44 holding.
TIAA Trust, National Association first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's iShares Core S&P Small-Cap ETF position peaked at $72M in Q4 2023.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.