Rockefeller Capital Management
ITOT icon

Rockefeller Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Rockefeller Capital Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.3M Buy
514,613
+89,174
+21% +$13.3M 0.13% 154
2025
Q4 		$63.3M Buy
425,439
+226,288
+114% +$33.4M 0.11% 171
2025
Q3 		$29M Buy
199,151
+95,141
+91% +$13.3M 0.06% 313
2025
Q2 		$14M Buy
104,010
+10,832
+12% +$1.35M 0.03% 500
2025
Q1 		$11.4M Buy
93,178
+29,118
+45% +$3.75M 0.03% 535
2024
Q4 		$8.24M Buy
64,060
+5,987
+10% +$775K 0.02% 598
2024
Q3 		$7.3M Buy
58,073
+3,922
+7% +$475K 0.02% 614
2024
Q2 		$6.43M Sell
54,151
-969
-2% -$111K 0.02% 622
2024
Q1 		$6.36M Buy
55,120
+522
+1% +$57.2K 0.02% 628
2023
Q4 		$5.75M Buy
54,598
+13,209
+32% +$1.29M 0.02% 600
2023
Q3 		$3.9M Buy
41,389
+2,207
+6% +$217K 0.02% 633
2023
Q2 		$3.83M Buy
39,182
+537
+1% +$49.6K 0.01% 660
2023
Q1 		$3.5M Buy
38,645
+6,005
+18% +$533K 0.02% 645
2022
Q4 		$2.77M Sell
32,640
-2,412
-7% -$206K 0.01% 656
2022
Q3 		$2.79M Sell
35,052
-3,352
-9% -$296K 0.01% 665
2022
Q2 		$3.22M Buy
38,404
+4,819
+14% +$439K 0.02% 625
2022
Q1 		$3.39M Buy
33,585
+1,659
+5% +$165K 0.02% 639
2021
Q4 		$3.42M Buy
31,926
+21,733
+213% +$2.27M 0.02% 651
2021
Q3 		$1M Sell
10,193
-741
-7% -$74.9K 0.01% 1002
2021
Q2 		$1.08M Buy
10,934
+3,007
+38% +$289K 0.01% 904
2021
Q1 		$726K Buy
7,927
+1,694
+27% +$152K ﹤0.01% 893
2020
Q4 		$537K Buy
6,233
+1,117
+22% +$90.5K ﹤0.01% 887
2020
Q3 		$386K Buy
5,116
+55
+1% +$4.1K ﹤0.01% 853
2020
Q2 		$351K Sell
5,061
-4,429
-47% -$290K ﹤0.01% 807
2020
Q1 		$543K Buy
9,490
+583
+7% +$40K 0.01% 591
2019
Q4 		$647K Buy
8,907
+4,625
+108% +$322K 0.01% 530
2019
Q3 		$287K Buy
+4,282
New +$287K ﹤0.01% 565

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rockefeller Capital Management's ITOT Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 21% in Q1 2026, buying an estimated $13.3M and bringing the position to 514,613 shares worth $73.3M. The position accounts for 0.13% of the portfolio, ranked #154.

Rockefeller Capital Management first reported a position in ITOT in Q3 2019 and has held it in 27 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Rockefeller Capital Management held 514,613 shares of iShares Core S&P Total US Stock Market ETF worth $73.3M as of Q1 2026.
  • Rockefeller Capital Management bought 89,174 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $13.3M.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Rockefeller Capital Management's portfolio in Q1 2026, its #154 holding.
  • Rockefeller Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.