Rockefeller Capital Management
IWL icon

Rockefeller Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Rockefeller Capital Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$171K – 4796
2025
Q4 		$171K Hold
1,000
– – ﹤0.01% 2455
2025
Q3 		$166K Buy
+1,000
New +$159K ﹤0.01% 2327
2022
Q4 		– Sell
-250
Closed -$21K – 4038
2022
Q3 		$21K Hold
250
– – ﹤0.01% 2748
2022
Q2 		$22K Buy
+250
New +$24.3K ﹤0.01% 2686

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

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

Rockefeller Capital Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 1,000 shares — an estimated $171K sold.

Rockefeller Capital Management first reported a position in IWL in Q2 2022 and held it in 4 quarters. The position peaked at $171K in Q4 2025. 227 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Rockefeller Capital Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,000 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $171K.
  • Rockefeller Capital Management first reported a position in iShares Russell Top 200 ETF in Q2 2022 and held it in 4 quarters.
  • Rockefeller Capital Management's iShares Russell Top 200 ETF position peaked at $171K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

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