TIAA TRUST, NATIONAL ASSOCIATION IWM — ISHARES RUSSELL 2000 ETF

Ownership history in TIAA TRUST, NATIONAL ASSOCIATION  ·  11 quarters on record

AI Ownership Summary

TIAA TRUST, NATIONAL ASSOCIATION reported ISHARES RUSSELL 2000 ETF (IWM) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.67% in 2026 Q1. The latest visible filing shows IWM at 0.67% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TIAA TRUST, NATIONAL ASSOCIATION's position in ISHARES RUSSELL 2000 ETF, 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

IWM was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% 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
2024 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.

IWM stock page TIAA TRUST, NATIONAL ASSOCIATION fund profile TIAA TRUST, NATIONAL ASSOCIATION full holdings
How TIAA TRUST, NATIONAL ASSOCIATION held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 92.1% +20.8% ❌ 44,695 -520,030 -92.1% 0.67% $11.1M 2026-05-12 $281.90
2025 Q4 REDUCED — — — 564,725 -25,158 -4.3% 0.33% $139.0M 2026-02-11 $263.85
2025 Q3 ADDED — — — 589,883 +7,208 +1.2% 0.35% $142.7M 2025-11-12 $241.82
2025 Q2 REDUCED 6.9% +12.3% ❌ 582,675 -43,017 -6.9% 0.33% $125.7M 2025-08-05 $218.58
2025 Q1 REDUCED — — — 625,692 -3,739 -0.6% 0.39% $124.8M 2025-05-08 $198.56
2024 Q4 REDUCED — — — 629,431 -14,288 -2.2% 0.42% $139.1M 2025-02-11 $222.27
2024 Q3 REDUCED — — — 643,719 -1,751 -0.3% 0.42% $142.2M 2024-11-13 $230.85
2024 Q2 REDUCED — — — 645,470 -33,472 -4.9% 0.40% $131.0M 2024-08-01 $211.93
2024 Q1 REDUCED — — — 678,942 -13,071 -1.9% 0.44% $142.8M 2024-05-10 $199.37
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q2 — sorted by position size

Brewster Financial Planning LLC 3Y 13.33% BREAKTHRU ADVISORY SERVICES, LLC 12.76% William Howard & Co Financial Advisors Inc 11.12% Finley Financial, LLC 10.47% Baron Financial Group, LLC 3Y 10.31% SURIENCE PRIVATE WEALTH LLC 3Y 10.19% Vavra Capital Management, LLC 10.07% Fluent Financial, LLC 3Y 7Y 9.77% OFS Enterprise LLC 9.21% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 8.93%

FAQ About TIAA TRUST, NATIONAL ASSOCIATION and IWM

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

How long has TIAA TRUST, NATIONAL ASSOCIATION reported owning IWM?

TIAA TRUST, NATIONAL ASSOCIATION reported IWM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IWM position in TIAA TRUST, NATIONAL ASSOCIATION's portfolio?

The largest reported portfolio weight for IWM was 0.67% in 2026 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when TIAA TRUST, NATIONAL ASSOCIATION reported 44,695 shares, equal to 0.67% of portfolio, with an estimated market value of $11.1M.

What does the chart on this IWM ownership page compare?

The chart compares TIAA TRUST, NATIONAL ASSOCIATION's quarterly IWM 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.

How well did TIAA TRUST, NATIONAL ASSOCIATION time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, TIAA TRUST, NATIONAL ASSOCIATION correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on IWM relative to SPY over the holding period was -1.3%.

← Back to TIAA TRUST, NATIONAL ASSOCIATION Holdings