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 Q2	$22.3M	Sell	152,190 -4,686	-3%	-$646K	1.32%	23
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CCWM

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

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

TIAA Trust, National Association reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3% in Q2 2026, selling an estimated $646K and leaving 152,190 shares worth $22.3M. The position accounts for 1.32% of the portfolio, ranked #23.

TIAA Trust, National Association first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2B in Q1 2024. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TIAA Trust, National Association held 152,190 shares of iShares Russell Mid-Cap Growth ETF worth $22.3M as of Q2 2026.
TIAA Trust, National Association sold 4,686 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $646K.
iShares Russell Mid-Cap Growth ETF made up 1.32% of TIAA Trust, National Association's portfolio in Q2 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 12 quarters since.
TIAA Trust, National Association's iShares Russell Mid-Cap Growth ETF position peaked at $1.2B in Q1 2024.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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