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TIAA Wealth Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

TIAA Wealth Investment Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331M Sell
1,495,599
-50,119
-3% -$10.5M 2.21% 10
2026
Q1 		$286M Buy
+1,545,718
New +$299M 2.18% 11

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

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

TIAA Wealth Investment Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q2 2026, selling an estimated $10.5M and leaving 1,495,599 shares worth $331M. The position accounts for 2.21% of the portfolio, ranked #10.

TIAA Wealth Investment Management first reported a position in IWN in Q1 2026 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • TIAA Wealth Investment Management held 1,495,599 shares of iShares Russell 2000 Value ETF worth $331M as of Q2 2026.
  • TIAA Wealth Investment Management sold 50,119 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $10.5M.
  • iShares Russell 2000 Value ETF made up 2.21% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #10 holding.
  • TIAA Wealth Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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