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TIAA Wealth Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

TIAA Wealth Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.5K Buy
601
+388
+182% +$51.2K ﹤0.01% 410
2026
Q1 		$23.2K Buy
+213
New +$25.6K ﹤0.01% 464

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TIAA Wealth Investment Management's IVW Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 182% in Q2 2026, buying an estimated $51.2K and bringing the position to 601 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

TIAA Wealth Investment Management first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,066 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TIAA Wealth Investment Management held 601 shares of iShares S&P 500 Growth ETF worth $81.5K as of Q2 2026.
  • TIAA Wealth Investment Management bought 388 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $51.2K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #410 holding.
  • TIAA Wealth Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.