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 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 $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

EWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares Micro-Cap ETF (IWC) stake by 15% in Q1 2026, selling an estimated $24.9K and leaving 842 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Rockefeller Capital Management first reported a position in IWC in Q4 2020 and has held it in 12 quarters since. The position peaked at $174K in Q4 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Rockefeller Capital Management held 842 shares of iShares Micro-Cap ETF worth $134K as of Q1 2026.
Rockefeller Capital Management sold 150 iShares Micro-Cap ETF shares in Q1 2026, an estimated $24.9K.
iShares Micro-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2705 holding.
Rockefeller Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2020 and has held it in 12 quarters since.
Rockefeller Capital Management's iShares Micro-Cap ETF position peaked at $174K in Q4 2021.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

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