Rockefeller Capital Management
IWF icon

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

Rockefeller Capital Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$485M Buy
4,547,064
+252,208
+6% +$28.6M 0.86% 16
2025
Q4 		$508M Buy
4,294,856
+738,952
+21% +$87.5M 0.92% 16
2025
Q3 		$416M Buy
3,555,904
+96,696
+3% +$10.8M 0.81% 18
2025
Q2 		$368M Buy
3,459,208
+109,284
+3% +$10.4M 0.81% 17
2025
Q1 		$302M Buy
3,349,924
+332,532
+11% +$32.8M 0.75% 19
2024
Q4 		$303M Buy
3,017,392
+176,952
+6% +$17.4M 0.78% 18
2024
Q3 		$266M Buy
2,840,440
+437,172
+18% +$39.6M 0.72% 19
2024
Q2 		$219M Sell
2,403,268
-102,472
-4% -$8.75M 0.62% 20
2024
Q1 		$211M Sell
2,505,740
-549,784
-18% -$44.3M 0.62% 21
2023
Q4 		$232M Sell
3,055,524
-125,548
-4% -$8.88M 0.77% 17
2023
Q3 		$212M Buy
3,181,072
+41,868
+1% +$2.89M 0.82% 16
2023
Q2 		$216M Buy
3,139,204
+1,247,548
+66% +$79.3M 0.84% 14
2023
Q1 		$116M Sell
1,891,656
-32,676
-2% -$1.88M 0.5% 35
2022
Q4 		$103M Buy
1,924,332
+26,060
+1% +$1.43M 0.52% 34
2022
Q3 		$99.8M Buy
1,898,272
+4,080
+0.2% +$240K 0.52% 32
2022
Q2 		$104M Buy
1,894,192
+79,636
+4% +$4.78M 0.55% 33
2022
Q1 		$126M Sell
1,814,556
-106,200
-6% -$7.25M 0.61% 25
2021
Q4 		$147M Buy
1,920,756
+90,404
+5% +$6.7M 0.68% 22
2021
Q3 		$125M Buy
1,830,352
+138,816
+8% +$9.82M 0.66% 26
2021
Q2 		$115M Buy
1,691,536
+950,084
+128% +$61.3M 0.65% 26
2021
Q1 		$45M Buy
741,452
+309,692
+72% +$18.8M 0.3% 71
2020
Q4 		$26M Buy
431,760
+30,712
+8% +$1.75M 0.2% 125
2020
Q3 		$21.7M Buy
401,048
+54,356
+16% +$2.86M 0.2% 120
2020
Q2 		$16.6M Sell
346,692
-59,180
-15% -$2.61M 0.17% 135
2020
Q1 		$15.3M Buy
405,872
+108,520
+36% +$4.68M 0.2% 110
2019
Q4 		$13.1M Buy
297,352
+68,180
+30% +$2.85M 0.16% 130
2019
Q3 		$9.15M Buy
229,172
+124,688
+119% +$5M 0.12% 144
2019
Q2 		$4.11M Sell
104,484
-9,220
-8% -$357K 0.06% 178
2019
Q1 		$4.3M Buy
113,704
+52,556
+86% +$1.89M 0.06% 175
2018
Q4 		$2M Buy
+61,148
New +$2.16M 0.04% 185

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q1 2026, buying an estimated $28.6M and bringing the position to 4,547,064 shares worth $485M. The position accounts for 0.86% of the portfolio, ranked #16.

Rockefeller Capital Management first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $508M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Rockefeller Capital Management held 4,547,064 shares of iShares Russell 1000 Growth ETF worth $485M as of Q1 2026.
  • Rockefeller Capital Management bought 252,208 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $28.6M.
  • iShares Russell 1000 Growth ETF made up 0.86% of Rockefeller Capital Management's portfolio in Q1 2026, its #16 holding.
  • Rockefeller Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Rockefeller Capital Management's iShares Russell 1000 Growth ETF position peaked at $508M in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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