Rockefeller Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Rockefeller Capital Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.6M	Sell	277,858 -2,537	-0.9%	-$282K	0.05%	336
2026 Q1	$28.2M	Buy	280,395 +18,693	+7%	+$1.92M	0.05%	350
2025 Q4	$25.4M	Buy	261,702 +9,778	+4%	+$942K	0.05%	379
2025 Q3	$24.2M	Sell	251,924 -1,065	-0.4%	-$100K	0.05%	359
2025 Q2	$23M	Sell	252,989 -1,480	-0.6%	-$127K	0.05%	345
2025 Q1	$21.2M	Sell	254,469 -15,889	-6%	-$1.43M	0.05%	347
2024 Q4	$24.6M	Buy	270,358 +3,549	+1%	+$334K	0.06%	291
2024 Q3	$24.5M	Sell	266,809 -1,374	-0.5%	-$123K	0.07%	288
2024 Q2	$23.6M	Buy	268,183 +16,891	+7%	+$1.49M	0.07%	276
2024 Q1	$22.9M	Buy	251,292 +5,800	+2%	+$484K	0.07%	292
2023 Q4	$19.4M	Buy	245,492 +9,983	+4%	+$732K	0.07%	296
2023 Q3	$17M	Buy	235,509 +6,851	+3%	+$517K	0.07%	294
2023 Q2	$17.1M	Buy	228,658 +23,905	+12%	+$1.71M	0.07%	306
2023 Q1	$14.6M	Buy	204,753 +69,430	+51%	+$4.96M	0.06%	330
2022 Q4	$9.24M	Sell	135,323 -4,660	-3%	-$320K	0.05%	380
2022 Q3	$8.82M	Buy	139,983 +15,256	+12%	+$1.05M	0.05%	386
2022 Q2	$7.95M	Sell	124,727 -3,433	-3%	-$241K	0.04%	402
2022 Q1	$9.9M	Buy	128,160 +2,257	+2%	+$174K	0.05%	371
2021 Q4	$10.7M	Buy	125,903 +6,308	+5%	+$529K	0.05%	335
2021 Q3	$9.47M	Buy	119,595 +2,737	+2%	+$222K	0.05%	324
2021 Q2	$9.46M	Sell	116,858 -4,601	-4%	-$369K	0.05%	310
2021 Q1	$9.52M	Sell	121,459 -1,587	-1%	-$122K	0.06%	258
2020 Q4	$8.89M	Sell	123,046 -5,414	-4%	-$361K	0.07%	233
2020 Q3	$7.68M	Buy	128,460 +6,696	+5%	+$398K	0.07%	222
2020 Q2	$6.82M	Buy	121,764 +28,052	+30%	+$1.46M	0.07%	213
2020 Q1	$4.18M	Buy	93,712 +47,992	+105%	+$2.64M	0.05%	235
2019 Q4	$2.72M	Buy	45,720 +32,932	+258%	+$1.89M	0.03%	294
2019 Q3	$716K	Buy	12,788 +10,984	+609%	+$618K	0.01%	441
2019 Q2	$102K	Buy	1,804 +1,460	+424%	+$81K	﹤0.01%	687
2019 Q1	$19K	Buy	+344	New	+$18.2K	﹤0.01%	1261

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Rockefeller Capital Management's IJK Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.9% in Q2 2026, selling an estimated $282K and leaving 277,858 shares worth $32.6M. The position accounts for 0.05% of the portfolio, ranked #336.

Rockefeller Capital Management first reported a position in IJK in Q1 2019 and has held it in 30 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Rockefeller Capital Management held 277,858 shares of iShares S&P Mid-Cap 400 Growth ETF worth $32.6M as of Q2 2026.
Rockefeller Capital Management sold 2,537 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $282K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Rockefeller Capital Management's portfolio in Q2 2026, its #336 holding.
Rockefeller Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 30 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.