TIAA Trust, National Association’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.1M	Sell	156,876 -2,212,407	-93%	-$299M	1.22%	23
2025 Q4	$325M	Sell	2,369,283 -59,614	-2%	-$8.33M	0.78%	32
2025 Q3	$346M	Sell	2,428,897 -111,900	-4%	-$15.8M	0.84%	32
2025 Q2	$352M	Sell	2,540,797 -252,833	-9%	-$32M	0.92%	31
2025 Q1	$328M	Sell	2,793,630 -547,747	-16%	-$70.4M	1.02%	29
2024 Q4	$424M	Sell	3,341,377 -183,028	-5%	-$23.3M	1.29%	24
2024 Q3	$413M	Sell	3,524,405 -744,630	-17%	-$83.3M	1.23%	24
2024 Q2	$471M	Sell	4,269,035 -6,229,201	-59%	-$684M	1.45%	16
2024 Q1	$1.2B	Sell	10,498,236 -526,257	-5%	-$56.9M	3.67%	5
2023 Q4	$1.15B	Sell	11,024,493 -61,450	-0.6%	-$5.83M	3.84%	4
2023 Q3	$1.01B	Buy	+11,085,943	New	+$1.06B	3.65%	6

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association's IWP Position: Q1 2026 in Review

TIAA Trust, National Association reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 93% in Q1 2026, selling an estimated $299M and leaving 156,876 shares worth $20.1M. The position accounts for 1.22% of the portfolio, ranked #23.

TIAA Trust, National Association first reported a position in IWP in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.2B in Q1 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

TIAA Trust, National Association held 156,876 shares of iShares Russell Mid-Cap Growth ETF worth $20.1M as of Q1 2026.
TIAA Trust, National Association sold 2,212,407 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $299M.
iShares Russell Mid-Cap Growth ETF made up 1.22% of TIAA Trust, National Association's portfolio in Q1 2026, its #23 holding.
TIAA Trust, National Association first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
TIAA Trust, National Association's iShares Russell Mid-Cap Growth ETF position peaked at $1.2B in Q1 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.