TIAA Trust, National Association’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.31M	Buy	30,146 +7,935	+36%	+$1.85M	0.43%	50
2026 Q1	$4.75M	Sell	22,211 -1,113,399	-98%	-$244M	0.29%	63
2025 Q4	$240M	Sell	1,135,610 -14,916	-1%	-$3.08M	0.58%	40
2025 Q3	$234M	Sell	1,150,526 -22,332	-2%	-$4.44M	0.57%	43
2025 Q2	$227M	Sell	1,172,858 -21,699	-2%	-$4.02M	0.59%	40
2025 Q1	$225M	Sell	1,194,557 -20,437	-2%	-$3.89M	0.7%	38
2024 Q4	$225M	Sell	1,214,994 -14,106	-1%	-$2.71M	0.68%	36
2024 Q3	$233M	Sell	1,229,100 -15,114	-1%	-$2.75M	0.7%	35
2024 Q2	$217M	Sell	1,244,214 -21,780	-2%	-$3.81M	0.67%	37
2024 Q1	$227M	Sell	1,265,994 -16,095	-1%	-$2.72M	0.69%	35
2023 Q4	$212M	Sell	1,282,089 -30,500	-2%	-$4.71M	0.71%	33
2023 Q3	$199M	Buy	+1,312,589	New	+$208M	0.72%	32

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

TIAA Trust, National Association increased its iShares Russell 1000 Value ETF (IWD) stake by 36% in Q2 2026, buying an estimated $1.85M and bringing the position to 30,146 shares worth $7.31M. The position accounts for 0.43% of the portfolio, ranked #50.

TIAA Trust, National Association first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $240M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

TIAA Trust, National Association held 30,146 shares of iShares Russell 1000 Value ETF worth $7.31M as of Q2 2026.
TIAA Trust, National Association bought 7,935 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.85M.
iShares Russell 1000 Value ETF made up 0.43% of TIAA Trust, National Association's portfolio in Q2 2026, its #50 holding.
TIAA Trust, National Association first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's iShares Russell 1000 Value ETF position peaked at $240M in Q4 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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