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TIAA Wealth Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

TIAA Wealth Investment Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Buy
13,784
+166
+1% +$26.2K 0.02% 143
2026
Q1 		$1.94M Buy
+13,618
New +$2.02M 0.01% 134

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

TIAA Wealth Investment Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q2 2026, buying an estimated $26.2K and bringing the position to 13,784 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #143.

TIAA Wealth Investment Management first reported a position in IWS in Q1 2026 and has held it in 2 quarters since. 1,010 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • TIAA Wealth Investment Management held 13,784 shares of iShares Russell Mid-Cap Value ETF worth $2.27M as of Q2 2026.
  • TIAA Wealth Investment Management bought 166 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $26.2K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #143 holding.
  • TIAA Wealth Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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