Rockefeller Capital Management
IWP icon

Rockefeller Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rockefeller Capital Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.3M Buy
228,667
+877
+0.4% +$119K 0.05% 344
2025
Q4 		$31.2M Buy
227,790
+31,698
+16% +$4.43M 0.06% 323
2025
Q3 		$27.9M Buy
196,092
+4,625
+2% +$654K 0.05% 327
2025
Q2 		$26.6M Buy
191,467
+2,410
+1% +$305K 0.06% 310
2025
Q1 		$22.2M Buy
189,057
+9,679
+5% +$1.24M 0.05% 330
2024
Q4 		$22.7M Buy
179,378
+4,734
+3% +$602K 0.06% 311
2024
Q3 		$20.5M Sell
174,644
-4,794
-3% -$536K 0.06% 331
2024
Q2 		$19.8M Sell
179,438
-1,693
-0.9% -$186K 0.06% 323
2024
Q1 		$20.7M Buy
181,131
+18,426
+11% +$1.99M 0.06% 317
2023
Q4 		$17M Buy
162,705
+7,784
+5% +$738K 0.06% 321
2023
Q3 		$14.2M Buy
154,921
+2,120
+1% +$203K 0.05% 335
2023
Q2 		$14.8M Sell
152,801
-2,354
-2% -$215K 0.06% 348
2023
Q1 		$14.1M Sell
155,155
-3,223
-2% -$288K 0.06% 343
2022
Q4 		$13.2M Buy
158,378
+17,704
+13% +$1.49M 0.07% 314
2022
Q3 		$11M Buy
140,674
+58,548
+71% +$5.04M 0.06% 330
2022
Q2 		$6.5M Buy
82,126
+24,461
+42% +$2.13M 0.03% 448
2022
Q1 		$5.79M Sell
57,665
-8,418
-13% -$838K 0.03% 513
2021
Q4 		$7.61M Buy
66,083
+6,164
+10% +$719K 0.04% 413
2021
Q3 		$6.71M Buy
59,919
+5,414
+10% +$623K 0.04% 402
2021
Q2 		$6.17M Buy
54,505
+24,443
+81% +$2.61M 0.03% 398
2021
Q1 		$3.07M Buy
30,062
+2,081
+7% +$218K 0.02% 471
2020
Q4 		$2.87M Buy
27,981
+8,167
+41% +$777K 0.02% 436
2020
Q3 		$1.71M Buy
19,814
+4,490
+29% +$379K 0.02% 470
2020
Q2 		$1.21M Sell
15,324
-21,550
-58% -$1.56M 0.01% 503
2020
Q1 		$2.24M Buy
36,874
+32,214
+691% +$2.35M 0.03% 319
2019
Q4 		$356K Buy
4,660
+1,596
+52% +$117K ﹤0.01% 638
2019
Q3 		$217K Buy
3,064
+2,878
+1,547% +$207K ﹤0.01% 618
2019
Q2 		$13K Hold
186
– – ﹤0.01% 1151
2019
Q1 		$13K Buy
+186
New +$11.9K ﹤0.01% 1401
2018
Q4 		– Sell
-2,400
Closed -$163K – 914
2018
Q3 		$163K Hold
2,400
– – ﹤0.01% 363
2018
Q2 		$152K Hold
2,400
– – ﹤0.01% 355
2018
Q1 		$148K Buy
+2,400
New +$150K ﹤0.01% 353

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.39% in Q1 2026, buying an estimated $119K and bringing the position to 228,667 shares worth $29.3M. The position accounts for 0.05% of the portfolio, ranked #344.

Rockefeller Capital Management first reported a position in IWP in Q1 2018 and has held it in 32 quarters since. The position peaked at $31.2M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Rockefeller Capital Management held 228,667 shares of iShares Russell Mid-Cap Growth ETF worth $29.3M as of Q1 2026.
  • Rockefeller Capital Management bought 877 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $119K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Rockefeller Capital Management's portfolio in Q1 2026, its #344 holding.
  • Rockefeller Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 32 quarters since.
  • Rockefeller Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $31.2M in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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