Rockefeller Capital Management
IWV icon

Rockefeller Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Rockefeller Capital Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.7M Sell
74,325
-1,058
-1% -$436K 0.05% 345
2026
Q1 		$27.9M Sell
75,383
-1,421
-2% -$550K 0.05% 354
2025
Q4 		$29.7M Buy
76,804
+15,353
+25% +$5.89M 0.05% 336
2025
Q3 		$23.3M Buy
61,451
+2,994
+5% +$1.09M 0.05% 370
2025
Q2 		$20.9M Sell
58,457
-953
-2% -$310K 0.05% 373
2025
Q1 		$18.9M Sell
59,410
-236
-0.4% -$79.1K 0.05% 381
2024
Q4 		$19.9M Sell
59,646
-7,166
-11% -$2.41M 0.05% 342
2024
Q3 		$21.8M Sell
66,812
-236
-0.4% -$74.3K 0.06% 312
2024
Q2 		$20.7M Buy
67,048
+724
+1% +$216K 0.06% 309
2024
Q1 		$19.9M Sell
66,324
-1,496
-2% -$427K 0.06% 327
2023
Q4 		$18.6M Buy
67,820
+14,884
+28% +$3.8M 0.06% 304
2023
Q3 		$13M Buy
52,936
+5,098
+11% +$1.3M 0.05% 355
2023
Q2 		$12.2M Buy
47,838
+34,574
+261% +$8.31M 0.05% 383
2023
Q1 		$3.12M Buy
13,264
+140
+1% +$32.3K 0.01% 678
2022
Q4 		$2.9M Sell
13,124
-2
-0% -$444 0.01% 642
2022
Q3 		$2.72M Buy
13,126
+1,028
+8% +$236K 0.01% 673
2022
Q2 		$2.63M Buy
12,098
+2,370
+24% +$561K 0.01% 679
2022
Q1 		$2.55M Buy
9,728
+3,462
+55% +$896K 0.01% 719
2021
Q4 		$1.74M Buy
6,266
+35
+0.6% +$9.48K 0.01% 855
2021
Q3 		$1.59M Sell
6,231
-636
-9% -$167K 0.01% 829
2021
Q2 		$1.76M Hold
6,867
– – 0.01% 750
2021
Q1 		$1.63M Hold
6,867
– – 0.01% 642
2020
Q4 		$1.53M Buy
6,867
+6,379
+1,307% +$1.34M 0.01% 584
2020
Q3 		$95K Hold
488
– – ﹤0.01% 1277
2020
Q2 		$88K Hold
488
– – ﹤0.01% 1208
2020
Q1 		$72K Buy
+488
New +$86.8K ﹤0.01% 1127
2019
Q2 		– Sell
-6,127
Closed -$1.02M – 1806
2019
Q1 		$1.02M Hold
6,127
– – 0.01% 372
2018
Q4 		$900K Hold
6,127
– – 0.02% 266
2018
Q3 		$1.06M Hold
6,127
– – 0.02% 210
2018
Q2 		$994K Buy
6,127
+5,325
+664% +$856K 0.02% 213
2018
Q1 		$125K Buy
+802
New +$130K ﹤0.01% 362

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rockefeller Capital Management's IWV Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.4% in Q2 2026, selling an estimated $436K and leaving 74,325 shares worth $31.7M. The position accounts for 0.05% of the portfolio, ranked #345.

Rockefeller Capital Management first reported a position in IWV in Q1 2018 and has held it in 31 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Rockefeller Capital Management held 74,325 shares of iShares Russell 3000 ETF worth $31.7M as of Q2 2026.
  • Rockefeller Capital Management sold 1,058 iShares Russell 3000 ETF shares in Q2 2026, an estimated $436K.
  • iShares Russell 3000 ETF made up 0.05% of Rockefeller Capital Management's portfolio in Q2 2026, its #345 holding.
  • Rockefeller Capital Management first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 31 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.