Rockefeller Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $191M | Buy |
770,766
+59,488
| +8% | +$15.3M | 0.34% | 57 |
|
|
2025
Q4 | $175M | Sell |
711,278
-5,615
| -0.8% | -$1.38M | 0.32% | 63 |
|
|
2025
Q3 | $173M | Sell |
716,893
-77,024
| -10% | -$17.7M | 0.34% | 50 |
|
|
2025
Q2 | $174M | Sell |
793,917
-129,490
| -14% | -$26.1M | 0.38% | 38 |
|
|
2025
Q1 | $184M | Buy |
923,407
+20,819
| +2% | +$4.52M | 0.45% | 32 |
|
|
2024
Q4 | $199M | Buy |
902,588
+76,498
| +9% | +$17.4M | 0.52% | 26 |
|
|
2024
Q3 | $182M | Buy |
826,090
+88,360
| +12% | +$18.9M | 0.49% | 28 |
|
|
2024
Q2 | $150M | Buy |
737,730
+44,476
| +6% | +$8.99M | 0.43% | 37 |
|
|
2024
Q1 | $146M | Buy |
693,254
+32,306
| +5% | +$6.44M | 0.43% | 40 |
|
|
2023
Q4 | $133M | Buy |
660,948
+56,532
| +9% | +$10.1M | 0.44% | 42 |
|
|
2023
Q3 | $107M | Buy |
604,416
+77,425
| +15% | +$14.5M | 0.41% | 43 |
|
|
2023
Q2 | $98.5M | Sell |
526,991
-11,483
| -2% | -$2.05M | 0.38% | 53 |
|
|
2023
Q1 | $96.1M | Buy |
538,474
+39,762
| +8% | +$7.32M | 0.41% | 50 |
|
|
2022
Q4 | $87M | Buy |
498,712
+133,279
| +36% | +$23.7M | 0.44% | 48 |
|
|
2022
Q3 | $60.3M | Buy |
365,433
+59,732
| +20% | +$10.9M | 0.31% | 77 |
|
|
2022
Q2 | $51.8M | Buy |
305,701
+52,525
| +21% | +$9.68M | 0.28% | 82 |
|
|
2022
Q1 | $52M | Buy |
253,176
+15,619
| +7% | +$3.19M | 0.25% | 95 |
|
|
2021
Q4 | $52.8M | Buy |
237,557
+22,378
| +10% | +$5.06M | 0.25% | 96 |
|
|
2021
Q3 | $47.1M | Buy |
215,179
+34,641
| +19% | +$7.68M | 0.25% | 93 |
|
|
2021
Q2 | $41.4M | Buy |
180,538
+253
| +0.1% | +$56.9K | 0.23% | 92 |
|
|
2021
Q1 | $39.8M | Buy |
180,285
+16,058
| +10% | +$3.51M | 0.27% | 87 |
|
|
2020
Q4 | $32.2M | Buy |
164,227
+17,591
| +12% | +$3.08M | 0.24% | 105 |
|
|
2020
Q3 | $22M | Buy |
146,636
+8,834
| +6% | +$1.33M | 0.21% | 115 |
|
|
2020
Q2 | $19.7M | Buy |
137,802
+9,658
| +8% | +$1.27M | 0.21% | 111 |
|
|
2020
Q1 | $14.7M | Sell |
128,144
-19,904
| -13% | -$2.97M | 0.19% | 116 |
|
|
2019
Q4 | $24.5M | Buy |
148,048
+1,223
| +0.8% | +$193K | 0.31% | 82 |
|
|
2019
Q3 | $22.2M | Buy |
146,825
+32,402
| +28% | +$4.95M | 0.3% | 82 |
|
|
2019
Q2 | $17.8M | Buy |
114,423
+7,914
| +7% | +$1.22M | 0.25% | 92 |
|
|
2019
Q1 | $16.3M | Buy |
106,509
+18,371
| +21% | +$2.76M | 0.23% | 94 |
|
|
2018
Q4 | $11.8M | Buy |
88,138
+30,206
| +52% | +$4.51M | 0.21% | 101 |
|
|
2018
Q3 | $9.76M | Buy |
57,932
+3,565
| +7% | +$602K | 0.15% | 106 |
|
|
2018
Q2 | $8.9M | Sell |
54,367
-861
| -2% | -$138K | 0.15% | 105 |
|
|
2018
Q1 | $8.38M | Buy |
+55,228
| New | +$8.53M | 0.14% | 113 |
|
Other funds holding IWM
Rockefeller Capital Management's IWM Position: Q1 2026 in Review
Rockefeller Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q1 2026, buying an estimated $15.3M and bringing the position to 770,766 shares worth $191M. The position accounts for 0.34% of the portfolio, ranked #57.
Rockefeller Capital Management first reported a position in IWM in Q1 2018 and has held it in 33 quarters since. The position peaked at $199M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Rockefeller Capital Management held 770,766 shares of iShares Russell 2000 ETF worth $191M as of Q1 2026.
- Rockefeller Capital Management bought 59,488 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15.3M.
- iShares Russell 2000 ETF made up 0.34% of Rockefeller Capital Management's portfolio in Q1 2026, its #57 holding.
- Rockefeller Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 33 quarters since.
- Rockefeller Capital Management's iShares Russell 2000 ETF position peaked at $199M in Q4 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.