Rockefeller Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Hold	842	–	–	﹤0.01%	2690
2026 Q1	$134K	Sell	842 -150	-15%	-$24.9K	﹤0.01%	2705
2025 Q4	$156K	Sell	992 -125	-11%	-$19.4K	﹤0.01%	2496
2025 Q3	$167K	Buy	+1,117	New	+$155K	﹤0.01%	2326
2023 Q1	–	Sell	-1,000	Closed	-$107K	–	2947
2022 Q4	$107K	Hold	1,000	–	–	﹤0.01%	1997
2022 Q3	$103K	Hold	1,000	–	–	﹤0.01%	1975
2022 Q2	$103K	Sell	1,000 -251	-20%	-$28.9K	﹤0.01%	1933
2022 Q1	$161K	Hold	1,251	–	–	﹤0.01%	1781
2021 Q4	$174K	Buy	1,251 +251	+25%	+$36.4K	﹤0.01%	1696
2021 Q3	$144K	Hold	1,000	–	–	﹤0.01%	1706
2021 Q2	$152K	Hold	1,000	–	–	﹤0.01%	1629
2021 Q1	$146K	Buy	1,000 +967	+2,930%	+$138K	﹤0.01%	1443
2020 Q4	$3K	Buy	+33	New	+$3.49K	﹤0.01%	2563

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Rockefeller Capital Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 842 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Rockefeller Capital Management first reported a position in IWC in Q4 2020 and has held it in 13 quarters since. The position peaked at $174K in Q4 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Rockefeller Capital Management held 842 shares of iShares Micro-Cap ETF worth $168K as of Q2 2026.
Rockefeller Capital Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2690 holding.
Rockefeller Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2020 and has held it in 13 quarters since.
Rockefeller Capital Management's iShares Micro-Cap ETF position peaked at $174K in Q4 2021.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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