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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.8M	Sell	324,669 -4,861	-1%	-$511K	2.12%	13
2026 Q1	$32M	Sell	329,530 -2,888,904	-90%	-$289M	1.95%	15
2025 Q4	$310M	Sell	3,218,434 -117,733	-4%	-$11.3M	0.74%	33
2025 Q3	$322M	Sell	3,336,167 -231,701	-6%	-$22M	0.78%	33
2025 Q2	$328M	Sell	3,567,868 -601,194	-14%	-$51.9M	0.85%	33
2025 Q1	$355M	Sell	4,169,062 -48,208	-1%	-$4.3M	1.11%	25
2024 Q4	$373M	Sell	4,217,270 -146,705	-3%	-$13.3M	1.13%	25
2024 Q3	$385M	Sell	4,363,975 -134,426	-3%	-$11.3M	1.15%	25
2024 Q2	$365M	Sell	4,498,401 -495,126	-10%	-$40.3M	1.13%	27
2024 Q1	$420M	Sell	4,993,527 -655,786	-12%	-$52M	1.28%	20
2023 Q4	$439M	Sell	5,649,313 -46,350	-0.8%	-$3.29M	1.47%	15
2023 Q3	$394M	Buy	+5,695,663	New	+$416M	1.42%	15

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TIAA Trust, National Association reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q2 2026, selling an estimated $511K and leaving 324,669 shares worth $35.8M. The position accounts for 2.12% of the portfolio, ranked #13.

TIAA Trust, National Association first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. The position peaked at $439M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

TIAA Trust, National Association held 324,669 shares of iShares Russell Mid-Cap ETF worth $35.8M as of Q2 2026.
TIAA Trust, National Association sold 4,861 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $511K.
iShares Russell Mid-Cap ETF made up 2.12% of TIAA Trust, National Association's portfolio in Q2 2026, its #13 holding.
TIAA Trust, National Association first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's iShares Russell Mid-Cap ETF position peaked at $439M in Q4 2023.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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