Rockefeller Capital Management
IWLG icon

Rockefeller Capital Management’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

Rockefeller Capital Management’s Portfolio IWLG Stock Details IWLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7M Buy
35,680
+13,439
+60% +$690K ﹤0.01% 1374
2025
Q4 		$1.21M Buy
+22,241
New +$1.21M ﹤0.01% 1473

Other funds holding IWLG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Rockefeller Capital Management increased its IQ Winslow Large Cap Growth ETF (IWLG) stake by 60% in Q1 2026, buying an estimated $690K and bringing the position to 35,680 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Rockefeller Capital Management first reported a position in IWLG in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IWLG as of Q1 2026.

  • Rockefeller Capital Management held 35,680 shares of IQ Winslow Large Cap Growth ETF worth $1.7M as of Q1 2026.
  • Rockefeller Capital Management bought 13,439 IQ Winslow Large Cap Growth ETF shares in Q1 2026, an estimated $690K.
  • IQ Winslow Large Cap Growth ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1374 holding.
  • Rockefeller Capital Management first reported a position in IQ Winslow Large Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q1 2026.

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