TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA IWN — iShares Russell 2000 Value Ind

Ownership history in TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA  ·  8 quarters on record

AI Ownership Summary

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA reported iShares Russell 2000 Value Ind (IWN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.89% in 2024 Q3. The latest visible filing shows IWN at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA's position in iShares Russell 2000 Value Ind, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWN was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWN stock page TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA fund profile TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA full holdings
How TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA held IWN — position size vs. price
% of Fund (quarterly)    IWN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,341 — 0% 0.57% $518K 2026-08-10 $223.39
2026 Q1 UNCHANGED — — — 2,341 — 0% 0.56% $444K 2026-05-12 $208.04
2025 Q4 UNCHANGED — — — 2,341 — 0% 0.50% $424K 2026-02-11 $198.48
2025 Q3 REDUCED 33.0% +4.5% ❌ 2,341 -1,153 -33.0% 0.49% $414K 2025-11-14 $171.88
2025 Q2 UNCHANGED — — — 3,494 — 0% 0.69% $551K 2025-08-11 $157.53
2025 Q1 UNCHANGED — — — 3,494 — 0% 0.70% $528K 2025-05-13 $150.48
2024 Q4 UNCHANGED — — — 3,494 — 0% 0.76% $574K 2025-02-11 $163.20
2024 Q3 INITIATED — — — 3,494 — — 0.89% $583K 2024-11-14 $168.59

🏢 Other funds also holding IWN

As of 2026 Q3 — sorted by position size

Wall Capital Group, Inc. 3Y 7Y 6.62% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 6.39% LWM ADVISORS INC 5.99% FELL CAPITAL MANAGEMENT /ADV 4.94% BLUELINE ADVISORS LLC 3.56% WoodTrust Financial Corp 3Y 7Y 3.23% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 2.76% InvesTrust 2.38% BAILARD, INC. 3Y 7Y 2.09% OFS Enterprise LLC 2.08%

FAQ About TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA and IWN

These are the practical questions this page is built to answer before you even open the full history table.

How long has TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA reported owning IWN?

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA reported IWN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IWN position in TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA's portfolio?

The largest reported portfolio weight for IWN was 0.89% in 2024 Q3.

What is the latest reported IWN position on this page?

The most recent filing on this page is 2026 Q2, when TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA reported 2,341 shares, equal to 0.57% of portfolio, with an estimated market value of $518K.

What does the chart on this IWN ownership page compare?

The chart compares TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA's quarterly IWN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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