TIAA Trust, National Association’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.5M	Sell	394,910 -13,683	-3%	-$1.38M	2.46%	11
2026 Q1	$37.9M	Sell	408,593 -11,935,557	-97%	-$1.14B	2.3%	12
2025 Q4	$1.13B	Buy	12,344,150 +198,318	+2%	+$17.8M	2.72%	10
2025 Q3	$1.07B	Sell	12,145,832 -485,461	-4%	-$41.7M	2.59%	10
2025 Q2	$1.06B	Buy	12,631,293 +1,472,920	+13%	+$119M	2.77%	10
2025 Q1	$917M	Buy	11,158,373 +830,075	+8%	+$68.3M	2.86%	7
2024 Q4	$816M	Sell	10,328,298 -274,238	-3%	-$22.5M	2.48%	9
2024 Q3	$862M	Buy	10,602,536 +268,894	+3%	+$21M	2.57%	8
2024 Q2	$773M	Buy	10,333,642 +860,698	+9%	+$64.4M	2.39%	9
2024 Q1	$723M	Buy	9,472,944 +523,805	+6%	+$37.9M	2.21%	11
2023 Q4	$628M	Sell	8,949,139 -79,216	-0.9%	-$5.26M	2.1%	11
2023 Q3	$590M	Buy	+9,028,355	New	+$613M	2.13%	12

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

TIAA Trust, National Association reduced its iShares Russell Top 200 Value ETF (IWX) stake by 3.3% in Q2 2026, selling an estimated $1.38M and leaving 394,910 shares worth $41.5M. The position accounts for 2.46% of the portfolio, ranked #11.

TIAA Trust, National Association first reported a position in IWX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.13B in Q4 2025. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

TIAA Trust, National Association held 394,910 shares of iShares Russell Top 200 Value ETF worth $41.5M as of Q2 2026.
TIAA Trust, National Association sold 13,683 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.38M.
iShares Russell Top 200 Value ETF made up 2.46% of TIAA Trust, National Association's portfolio in Q2 2026, its #11 holding.
TIAA Trust, National Association first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's iShares Russell Top 200 Value ETF position peaked at $1.13B in Q4 2025.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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