Rockefeller Capital Management
IJT icon

Rockefeller Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Rockefeller Capital Management’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7M Sell
132,675
-1,804
-1% -$292K 0.04% 437
2026
Q1 		$19.5M Buy
134,479
+2,804
+2% +$416K 0.03% 450
2025
Q4 		$18.6M Sell
131,675
-48,956
-27% -$6.93M 0.03% 457
2025
Q3 		$25.6M Sell
180,631
-1,746
-1% -$241K 0.05% 341
2025
Q2 		$24.3M Sell
182,377
-9,357
-5% -$1.17M 0.05% 330
2025
Q1 		$23.9M Sell
191,734
-2,292
-1% -$307K 0.06% 309
2024
Q4 		$26.3M Buy
194,026
+2,002
+1% +$283K 0.07% 273
2024
Q3 		$26.8M Sell
192,024
-5,553
-3% -$749K 0.07% 266
2024
Q2 		$25.4M Buy
197,577
+2,468
+1% +$316K 0.07% 255
2024
Q1 		$25.5M Buy
195,109
+3,216
+2% +$401K 0.07% 261
2023
Q4 		$24M Buy
191,893
+5,072
+3% +$569K 0.08% 253
2023
Q3 		$20.5M Buy
186,821
+68,645
+58% +$7.92M 0.08% 253
2023
Q2 		$13.6M Buy
118,176
+14,343
+14% +$1.57M 0.05% 369
2023
Q1 		$11.4M Buy
103,833
+45,827
+79% +$5.17M 0.05% 378
2022
Q4 		$6.27M Buy
58,006
+1,243
+2% +$137K 0.03% 482
2022
Q3 		$5.77M Buy
56,763
+37
+0.1% +$4.15K 0.03% 487
2022
Q2 		$5.97M Buy
56,726
+557
+1% +$63.1K 0.03% 468
2022
Q1 		$7.03M Buy
56,169
+370
+0.7% +$46.6K 0.03% 461
2021
Q4 		$7.74M Sell
55,799
-1,048
-2% -$143K 0.04% 407
2021
Q3 		$7.39M Buy
56,847
+333
+0.6% +$43.9K 0.04% 376
2021
Q2 		$7.49M Buy
56,514
+663
+1% +$86.3K 0.04% 351
2021
Q1 		$7.16M Sell
55,851
-985
-2% -$125K 0.05% 298
2020
Q4 		$6.49M Buy
56,836
+838
+1% +$85.4K 0.05% 280
2020
Q3 		$4.94M Buy
55,998
+7,682
+16% +$687K 0.05% 273
2020
Q2 		$4.1M Buy
48,316
+8,986
+23% +$700K 0.04% 269
2020
Q1 		$2.71M Buy
39,330
+370
+0.9% +$32.7K 0.04% 296
2019
Q4 		$3.77M Buy
38,960
+854
+2% +$78.9K 0.05% 242
2019
Q3 		$3.4M Buy
38,106
+6,606
+21% +$596K 0.05% 231
2019
Q2 		$2.87M Buy
31,500
+848
+3% +$76.2K 0.04% 210
2019
Q1 		$2.73M Buy
30,652
+468
+2% +$41.4K 0.04% 218
2018
Q4 		$2.44M Buy
30,184
+184
+0.6% +$16.4K 0.04% 173
2018
Q3 		$3.03M Hold
30,000
– – 0.05% 146
2018
Q2 		$2.83M Hold
30,000
– – 0.05% 154
2018
Q1 		$2.61M Buy
+30,000
New +$2.61M 0.04% 165

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.3% in Q2 2026, selling an estimated $292K and leaving 132,675 shares worth $23.7M. The position accounts for 0.04% of the portfolio, ranked #437.

Rockefeller Capital Management first reported a position in IJT in Q1 2018 and has held it in 34 quarters since. The position peaked at $26.8M in Q3 2024. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Rockefeller Capital Management held 132,675 shares of iShares S&P Small-Cap 600 Growth ETF worth $23.7M as of Q2 2026.
  • Rockefeller Capital Management sold 1,804 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $292K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q2 2026, its #437 holding.
  • Rockefeller Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • Rockefeller Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $26.8M in Q3 2024.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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