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 Q2	$573M	Buy	4,613,036 +65,972	+1%	+$7.95M	0.88%	17
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, buying an estimated $7.95M and bringing the position to 4,613,036 shares worth $573M. The position accounts for 0.88% of the portfolio, ranked #17.

Rockefeller Capital Management first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Rockefeller Capital Management held 4,613,036 shares of iShares Russell 1000 Growth ETF worth $573M as of Q2 2026.
Rockefeller Capital Management bought 65,972 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.95M.
iShares Russell 1000 Growth ETF made up 0.88% of Rockefeller Capital Management's portfolio in Q2 2026, its #17 holding.
Rockefeller Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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