Rockefeller Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Rockefeller Capital Management’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Buy	19,820 +148	+0.8%	+$15K	﹤0.01%	1359
2026 Q1	$1.82M	Sell	19,672 -408	-2%	-$38.8K	﹤0.01%	1347
2025 Q4	$1.84M	Sell	20,080 -206	-1%	-$18.5K	﹤0.01%	1278
2025 Q3	$1.78M	Sell	20,286 -52	-0.3%	-$4.46K	﹤0.01%	1205
2025 Q2	$1.71M	Buy	20,338 +312	+2%	+$25.1K	﹤0.01%	1159
2025 Q1	$1.65M	Buy	20,026 +273	+1%	+$22.5K	﹤0.01%	1105
2024 Q4	$1.56M	Sell	19,753 -1,931	-9%	-$158K	﹤0.01%	1101
2024 Q3	$1.76M	Buy	21,684 +76	+0.4%	+$5.93K	﹤0.01%	1040
2024 Q2	$1.62M	Buy	21,608 +86	+0.4%	+$6.43K	﹤0.01%	1060
2024 Q1	$1.64M	Buy	21,522 +184	+0.9%	+$13.3K	﹤0.01%	1090
2023 Q4	$1.5M	Buy	21,338 +272	+1%	+$18K	0.01%	1012
2023 Q3	$1.38M	Buy	21,066 +41	+0.2%	+$2.78K	0.01%	976
2023 Q2	$1.42M	Buy	21,025 +1,066	+5%	+$70.1K	0.01%	965
2023 Q1	$1.3M	Buy	19,959 +210	+1%	+$13.8K	0.01%	971
2022 Q4	$1.28M	Sell	19,749 -206	-1%	-$13.1K	0.01%	914
2022 Q3	$1.15M	Buy	19,955 +298	+2%	+$18.9K	0.01%	960
2022 Q2	$1.21M	Buy	19,657 +9	+0%	+$594	0.01%	935
2022 Q1	$1.37M	Buy	19,648 +39	+0.2%	+$2.7K	0.01%	950
2021 Q4	$1.37M	Buy	19,609 +11	+0.1%	+$752	0.01%	937
2021 Q3	$1.29M	Buy	19,598 +500	+3%	+$33.6K	0.01%	910
2021 Q2	$1.27M	Buy	19,098 +17,427	+1,043%	+$1.16M	0.01%	843
2021 Q1	$106K	Buy	1,671 +7	+0.4%	+$426	﹤0.01%	1567
2020 Q4	$96K	Buy	1,664 +9	+0.5%	+$492	﹤0.01%	1454
2020 Q3	$84K	Buy	1,655 +10	+0.6%	+$513	﹤0.01%	1325
2020 Q2	$80K	Buy	1,645 +10	+0.6%	+$483	﹤0.01%	1249
2020 Q1	$72K	Buy	1,635 +1,011	+162%	+$54.3K	﹤0.01%	1128
2019 Q4	$37K	Buy	624 +6	+1%	+$339	﹤0.01%	1226
2019 Q3	$34K	Buy	618 +4	+0.7%	+$217	﹤0.01%	1083
2019 Q2	$33K	Buy	614 +4	+0.7%	+$213	﹤0.01%	899
2019 Q1	$32K	Buy	+610	New	+$31.2K	﹤0.01%	1064

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.75% in Q2 2026, buying an estimated $15K and bringing the position to 19,820 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Rockefeller Capital Management first reported a position in IWX in Q1 2019 and has held it in 30 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Rockefeller Capital Management held 19,820 shares of iShares Russell Top 200 Value ETF worth $2.08M as of Q2 2026.
Rockefeller Capital Management bought 148 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $15K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1359 holding.
Rockefeller Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2019 and has held it in 30 quarters since.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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