TIAA Trust, National Association’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.5M	Sell	34,294 -1,277	-4%	-$466K	0.8%	37
2026 Q1	$11.2M	Sell	35,571 -1,324,300	-97%	-$441M	0.68%	39
2025 Q4	$441M	Sell	1,359,871 -11,191	-0.8%	-$3.64M	1.06%	24
2025 Q3	$439M	Sell	1,371,062 -4,615	-0.3%	-$1.39M	1.06%	24
2025 Q2	$393M	Sell	1,375,677 -127,792	-8%	-$33.6M	1.02%	25
2025 Q1	$384M	Sell	1,503,469 -6,566	-0.4%	-$1.85M	1.2%	24
2024 Q4	$435M	Buy	1,510,035 +2,078	+0.1%	+$615K	1.32%	23
2024 Q3	$428M	Buy	1,507,957 +84,637	+6%	+$23.2M	1.28%	23
2024 Q2	$374M	Buy	1,423,320 +25,524	+2%	+$6.63M	1.15%	26
2024 Q1	$379M	Buy	1,397,796 +54,235	+4%	+$13.9M	1.16%	25
2023 Q4	$339M	Sell	1,343,561 -10,426	-0.8%	-$2.35M	1.13%	25
2023 Q3	$303M	Buy	+1,353,987	New	+$324M	1.09%	24

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

TIAA Trust, National Association reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.6% in Q2 2026, selling an estimated $466K and leaving 34,294 shares worth $13.5M. The position accounts for 0.8% of the portfolio, ranked #37.

TIAA Trust, National Association first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. The position peaked at $441M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

TIAA Trust, National Association held 34,294 shares of iShares Russell 2000 Growth ETF worth $13.5M as of Q2 2026.
TIAA Trust, National Association sold 1,277 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $466K.
iShares Russell 2000 Growth ETF made up 0.8% of TIAA Trust, National Association's portfolio in Q2 2026, its #37 holding.
TIAA Trust, National Association first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's iShares Russell 2000 Growth ETF position peaked at $441M in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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