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TIAA Wealth Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TIAA Wealth Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$183M Buy
468,427
+1,687
+0.4% +$616K 1.22% 18
2026
Q1 		$140M Buy
+466,740
New +$155M 1.07% 19

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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

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

TIAA Wealth Investment Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.36% in Q2 2026, buying an estimated $616K and bringing the position to 468,427 shares worth $183M. The position accounts for 1.22% of the portfolio, ranked #18.

TIAA Wealth Investment Management first reported a position in IWO in Q1 2026 and has held it in 2 quarters since. 1,064 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • TIAA Wealth Investment Management held 468,427 shares of iShares Russell 2000 Growth ETF worth $183M as of Q2 2026.
  • TIAA Wealth Investment Management bought 1,687 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $616K.
  • iShares Russell 2000 Growth ETF made up 1.22% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #18 holding.
  • TIAA Wealth Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,064 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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