Rockefeller Capital Management
IWB icon

Rockefeller Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Rockefeller Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.4M Sell
138,445
-13,681
-9% -$5.1M 0.09% 218
2025
Q4 		$56.8M Buy
152,126
+27,932
+22% +$10.3M 0.1% 189
2025
Q3 		$45.4M Buy
124,194
+1,956
+2% +$689K 0.09% 206
2025
Q2 		$42.4M Buy
122,238
+326
+0.3% +$102K 0.09% 212
2025
Q1 		$37.4M Buy
121,912
+4,705
+4% +$1.52M 0.09% 211
2024
Q4 		$37.8M Buy
117,207
+3,308
+3% +$1.07M 0.1% 208
2024
Q3 		$35.8M Buy
113,899
+1,749
+2% +$530K 0.1% 212
2024
Q2 		$33.4M Buy
112,150
+13,107
+13% +$3.76M 0.09% 201
2024
Q1 		$28.5M Buy
99,043
+3,041
+3% +$833K 0.08% 241
2023
Q4 		$25.2M Buy
96,002
+3,434
+4% +$841K 0.08% 243
2023
Q3 		$21.7M Buy
92,568
+23,289
+34% +$5.7M 0.08% 243
2023
Q2 		$16.7M Buy
69,279
+49,841
+256% +$11.5M 0.06% 319
2023
Q1 		$4.38M Buy
19,438
+327
+2% +$72K 0.02% 600
2022
Q4 		$4.02M Buy
19,111
+6,467
+51% +$1.37M 0.02% 572
2022
Q3 		$2.49M Buy
12,644
+730
+6% +$160K 0.01% 699
2022
Q2 		$2.48M Buy
11,914
+396
+3% +$89.5K 0.01% 699
2022
Q1 		$2.88M Buy
11,518
+76
+0.7% +$18.8K 0.01% 687
2021
Q4 		$3.02M Sell
11,442
-493
-4% -$127K 0.01% 687
2021
Q3 		$2.88M Buy
11,935
+2,826
+31% +$703K 0.02% 647
2021
Q2 		$2.21M Buy
9,109
+5,908
+185% +$1.39M 0.01% 698
2021
Q1 		$716K Buy
3,201
+69
+2% +$15.1K ﹤0.01% 902
2020
Q4 		$662K Buy
3,132
+1,190
+61% +$238K 0.01% 819
2020
Q3 		$363K Buy
1,942
+311
+19% +$57.4K ﹤0.01% 883
2020
Q2 		$280K Sell
1,631
-61
-4% -$9.87K ﹤0.01% 867
2020
Q1 		$239K Buy
1,692
+354
+26% +$59.8K ﹤0.01% 777
2019
Q4 		$239K Buy
1,338
+548
+69% +$93.5K ﹤0.01% 731
2019
Q3 		$130K Hold
790
– – ﹤0.01% 718
2019
Q2 		$129K Buy
+790
New +$126K ﹤0.01% 643

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Rockefeller Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 9% in Q1 2026, selling an estimated $5.1M and leaving 138,445 shares worth $49.4M. The position accounts for 0.09% of the portfolio, ranked #218.

Rockefeller Capital Management first reported a position in IWB in Q2 2019 and has held it in 28 quarters since. The position peaked at $56.8M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Rockefeller Capital Management held 138,445 shares of iShares Russell 1000 ETF worth $49.4M as of Q1 2026.
  • Rockefeller Capital Management sold 13,681 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.1M.
  • iShares Russell 1000 ETF made up 0.09% of Rockefeller Capital Management's portfolio in Q1 2026, its #218 holding.
  • Rockefeller Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 28 quarters since.
  • Rockefeller Capital Management's iShares Russell 1000 ETF position peaked at $56.8M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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