Rockefeller Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.2M | Sell |
226,826
-1,841
| -0.8% | -$254K | 0.05% | 330 |
|
|
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
FCAS
CCWM
Rockefeller Capital Management's IWP Position: Q2 2026 in Review
Rockefeller Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.81% in Q2 2026, selling an estimated $254K and leaving 226,826 shares worth $33.2M. The position accounts for 0.05% of the portfolio, ranked #330.
Rockefeller Capital Management first reported a position in IWP in Q1 2018 and has held it in 33 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- Rockefeller Capital Management held 226,826 shares of iShares Russell Mid-Cap Growth ETF worth $33.2M as of Q2 2026.
- Rockefeller Capital Management sold 1,841 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $254K.
- iShares Russell Mid-Cap Growth ETF made up 0.05% of Rockefeller Capital Management's portfolio in Q2 2026, its #330 holding.
- Rockefeller Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 33 quarters since.
- 1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.