Rockefeller Capital Management
IWO icon

Rockefeller Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rockefeller Capital Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.8M Buy
136,422
+717
+0.5% +$239K 0.08% 250
2025
Q4 		$43.8M Buy
135,705
+30,936
+30% +$10.1M 0.08% 232
2025
Q3 		$33.5M Buy
104,769
+7,294
+7% +$2.2M 0.07% 272
2025
Q2 		$29.7M Sell
97,475
-3,514
-3% -$925K 0.07% 279
2025
Q1 		$25.8M Buy
100,989
+39,072
+63% +$11M 0.06% 283
2024
Q4 		$17.8M Buy
61,917
+2,214
+4% +$655K 0.05% 377
2024
Q3 		$17M Sell
59,703
-898
-1% -$246K 0.05% 396
2024
Q2 		$15.9M Sell
60,601
-1,931
-3% -$501K 0.05% 385
2024
Q1 		$16.9M Sell
62,532
-36,269
-37% -$9.27M 0.05% 369
2023
Q4 		$24.9M Buy
98,801
+3,327
+3% +$750K 0.08% 246
2023
Q3 		$21.4M Buy
95,474
+8,713
+10% +$2.09M 0.08% 244
2023
Q2 		$21.1M Buy
86,761
+3,107
+4% +$712K 0.08% 250
2023
Q1 		$19M Sell
83,654
-1,665
-2% -$381K 0.08% 274
2022
Q4 		$18.3M Sell
85,319
-884
-1% -$194K 0.09% 252
2022
Q3 		$17.8M Buy
86,203
+5,981
+7% +$1.35M 0.09% 237
2022
Q2 		$16.6M Buy
80,222
+9,088
+13% +$2.03M 0.09% 237
2022
Q1 		$18.2M Buy
71,134
+213
+0.3% +$54.5K 0.09% 240
2021
Q4 		$20.8M Buy
70,921
+963
+1% +$290K 0.1% 218
2021
Q3 		$20.5M Buy
69,958
+3,353
+5% +$1.01M 0.11% 209
2021
Q2 		$20.8M Buy
66,605
+35,460
+114% +$10.7M 0.12% 200
2021
Q1 		$9.37M Buy
31,145
+24,486
+368% +$7.6M 0.06% 261
2020
Q4 		$1.91M Buy
6,659
+2,479
+59% +$632K 0.01% 527
2020
Q3 		$925K Buy
4,180
+411
+11% +$90K 0.01% 615
2020
Q2 		$780K Sell
3,769
-1,423
-27% -$266K 0.01% 596
2020
Q1 		$821K Buy
5,192
+1,990
+62% +$395K 0.01% 516
2019
Q4 		$686K Buy
3,202
+519
+19% +$105K 0.01% 513
2019
Q3 		$517K Buy
2,683
+305
+13% +$60.5K 0.01% 485
2019
Q2 		$478K Buy
2,378
+158
+7% +$31.2K 0.01% 461
2019
Q1 		$437K Hold
2,220
– – 0.01% 498
2018
Q4 		$373K Hold
2,220
– – 0.01% 357
2018
Q3 		$477K Sell
2,220
-65
-3% -$13.9K 0.01% 285
2018
Q2 		$467K Buy
2,285
+65
+3% +$13K 0.01% 279
2018
Q1 		$423K Buy
+2,220
New +$426K 0.01% 283

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Rockefeller Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.53% in Q1 2026, buying an estimated $239K and bringing the position to 136,422 shares worth $42.8M. The position accounts for 0.08% of the portfolio, ranked #250.

Rockefeller Capital Management first reported a position in IWO in Q1 2018 and has held it in 33 quarters since. The position peaked at $43.8M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Rockefeller Capital Management held 136,422 shares of iShares Russell 2000 Growth ETF worth $42.8M as of Q1 2026.
  • Rockefeller Capital Management bought 717 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $239K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Rockefeller Capital Management's portfolio in Q1 2026, its #250 holding.
  • Rockefeller Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Rockefeller Capital Management's iShares Russell 2000 Growth ETF position peaked at $43.8M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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