TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC IWX β€” ISHARES RUSSELL TOP 200 VALU

Ownership history in TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC reported ISHARES RUSSELL TOP 200 VALU (IWX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 3.65% in 2026 Q1. The latest visible filing shows IWX at 3.65% 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 IWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC's position in ISHARES RUSSELL TOP 200 VALU, 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 Q1

IWX was reported at 3.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.65% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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.

IWX stock page TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC fund profile TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC full holdings
How TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC held IWX β€” position size vs. price
% of Fund (quarterly)    IWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 10,240,821 β€” β€” 3.65% $949.0M 2026-05-12 $102.04

🏒 Other funds also holding IWX

As of 2026 Q1 β€” sorted by position size

First Citizens Asset Management, Inc. 3Y 16.88% FIRST CITIZENS BANK & TRUST CO 3Y 7Y 11.57% Richard P Slaughter Associates Inc 3Y 9.79% Lloyd Advisory Services, LLC. 3Y 7.73% Kingdom Financial Group LLC. 7.73% HOWARD BAILEY SECURITIES, LLC 7.27% LifeWealth Investments, LLC 6.32% Key Capital Management, INC 5.65% Compton Wealth Advisory Group, LLC 3Y 7Y 5.09% JSF Financial, LLC 3Y 5.08%

FAQ About TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and IWX

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

How long has TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC reported owning IWX?

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC reported IWX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IWX position in TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for IWX was 3.65% in 2026 Q1.

What is the latest reported IWX position on this page?

The most recent filing on this page is 2026 Q1, when TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC reported 10,240,821 shares, equal to 3.65% of portfolio, with an estimated market value of $949.0M.

What does the chart on this IWX ownership page compare?

The chart compares TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC's quarterly IWX 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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