TIAA Trust, National Association’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$675K	Sell	4,907 -239	-5%	-$31.6K	0.04%	127
2026 Q1	$582K	Sell	5,146 -88,750	-95%	-$10.7M	0.04%	167
2025 Q4	$11.6M	Sell	93,896 -165	-0.2%	-$20.2K	0.03%	181
2025 Q3	$11.4M	Sell	94,061 -67	-0.1%	-$7.71K	0.03%	189
2025 Q2	$10.4M	Sell	94,128 -1,238	-1%	-$123K	0.03%	189
2025 Q1	$8.85M	Sell	95,366 -701	-0.7%	-$70.7K	0.03%	187
2024 Q4	$9.75M	Sell	96,067 -4,614	-5%	-$460K	0.03%	181
2024 Q3	$9.64M	Sell	100,681 -1,109	-1%	-$102K	0.03%	188
2024 Q2	$9.42M	Buy	101,790 +1,965	+2%	+$169K	0.03%	181
2024 Q1	$8.43M	Buy	99,825 +265	+0.3%	+$21.3K	0.03%	188
2023 Q4	$7.48M	Sell	99,560 -2,471	-2%	-$176K	0.03%	190
2023 Q3	$6.98M	Buy	+102,031	New	+$7.22M	0.03%	193

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

TIAA Trust, National Association reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.6% in Q2 2026, selling an estimated $31.6K and leaving 4,907 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #127.

TIAA Trust, National Association first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q4 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

TIAA Trust, National Association held 4,907 shares of iShares S&P 500 Growth ETF worth $675K as of Q2 2026.
TIAA Trust, National Association sold 239 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $31.6K.
iShares S&P 500 Growth ETF made up 0.04% of TIAA Trust, National Association's portfolio in Q2 2026, its #127 holding.
TIAA Trust, National Association first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's iShares S&P 500 Growth ETF position peaked at $11.6M in Q4 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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