Rockefeller Capital Management
IVOG icon

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

Rockefeller Capital Management’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Hold
2,374
– – ﹤0.01% 2264
2025
Q4 		$285K Buy
2,374
+6
+0.3% +$720 ﹤0.01% 2184
2025
Q3 		$283K Buy
+2,368
New +$278K ﹤0.01% 2049
2023
Q1 		– Sell
-934
Closed -$79K – 2941
2022
Q4 		$79K Hold
934
– – ﹤0.01% 2159
2022
Q3 		$73K Buy
934
+162
+21% +$13.9K ﹤0.01% 2161
2022
Q2 		$61K Buy
772
+150
+24% +$13.1K ﹤0.01% 2195
2022
Q1 		$59K Sell
622
-42
-6% -$4.02K ﹤0.01% 2223
2021
Q4 		$70K Hold
664
– – ﹤0.01% 2075
2021
Q3 		$65K Hold
664
– – ﹤0.01% 2020
2021
Q2 		$66K Hold
664
– – ﹤0.01% 1957
2021
Q1 		$64K Hold
664
– – ﹤0.01% 1787
2020
Q4 		$59K Hold
664
– – ﹤0.01% 1623
2020
Q3 		$49K Buy
664
+42
+7% +$3.1K ﹤0.01% 1511
2020
Q2 		$43K Sell
622
-1,282
-67% -$82.5K ﹤0.01% 1444
2020
Q1 		$105K Buy
+1,904
New +$129K ﹤0.01% 1001

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