Rockefeller Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.1M	Buy	192,183 +1,656	+0.9%	+$299K	0.06%	314
2026 Q1	$29.6M	Buy	190,527 +15,123	+9%	+$2.49M	0.05%	339
2025 Q4	$29.5M	Buy	175,404 +45,059	+35%	+$7.52M	0.05%	337
2025 Q3	$21.4M	Buy	130,345 +6,435	+5%	+$1.01M	0.04%	399
2025 Q2	$18.6M	Buy	123,910 +21,433	+21%	+$2.91M	0.04%	412
2025 Q1	$13M	Buy	102,477 +369	+0.4%	+$51K	0.03%	492
2024 Q4	$14.2M	Buy	102,108 +7,056	+7%	+$968K	0.04%	440
2024 Q3	$12.5M	Sell	95,052 -5,389	-5%	-$685K	0.03%	474
2024 Q2	$12.8M	Sell	100,441 -10,306	-9%	-$1.23M	0.04%	435
2024 Q1	$13M	Buy	110,747 +3,456	+3%	+$384K	0.04%	435
2023 Q4	$11.2M	Sell	107,291 -1,725	-2%	-$170K	0.04%	419
2023 Q3	$10.3M	Buy	109,016 +2,684	+3%	+$263K	0.04%	411
2023 Q2	$10.4M	Sell	106,332 -36,957	-26%	-$3.39M	0.04%	418
2023 Q1	$12.7M	Sell	143,289 -27,842	-16%	-$2.37M	0.05%	362
2022 Q4	$13.9M	Buy	171,131 +88,235	+106%	+$7.37M	0.07%	295
2022 Q3	$6.65M	Sell	82,896 -1,419	-2%	-$128K	0.03%	469
2022 Q2	$7.06M	Sell	84,315 -1,329	-2%	-$122K	0.04%	434
2022 Q1	$9.05M	Sell	85,644 -4,688	-5%	-$487K	0.04%	391
2021 Q4	$10.4M	Buy	90,332 +48,659	+117%	+$5.42M	0.05%	341
2021 Q3	$4.27M	Buy	41,673 +6,716	+19%	+$709K	0.02%	515
2021 Q2	$3.53M	Buy	34,957 +20,906	+149%	+$2.01M	0.02%	549
2021 Q1	$1.27M	Buy	14,051 +4,010	+40%	+$361K	0.01%	708
2020 Q4	$890K	Buy	10,041 +633	+7%	+$53.3K	0.01%	724
2020 Q3	$752K	Buy	9,408 +2,595	+38%	+$203K	0.01%	672
2020 Q2	$490K	Buy	6,813 +1,129	+20%	+$75K	0.01%	706
2020 Q1	$324K	Sell	5,684 -332	-6%	-$21.9K	﹤0.01%	704
2019 Q4	$407K	Buy	6,016 +1,987	+49%	+$129K	0.01%	619
2019 Q3	$253K	Sell	4,029 -12	-0.3%	-$759	﹤0.01%	580
2019 Q2	$253K	Buy	4,041 +944	+30%	+$58.1K	﹤0.01%	541
2019 Q1	$187K	Buy	+3,097	New	+$178K	﹤0.01%	620

Other funds holding IUSG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.87% in Q2 2026, buying an estimated $299K and bringing the position to 192,183 shares worth $36.1M. The position accounts for 0.06% of the portfolio, ranked #314.

Rockefeller Capital Management first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Rockefeller Capital Management held 192,183 shares of iShares Core S&P US Growth ETF worth $36.1M as of Q2 2026.
Rockefeller Capital Management bought 1,656 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $299K.
iShares Core S&P US Growth ETF made up 0.06% of Rockefeller Capital Management's portfolio in Q2 2026, its #314 holding.
Rockefeller Capital Management first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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