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 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 $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares Russell Top 200 Value ETF (IWX) stake by 2% in Q1 2026, selling an estimated $38.8K and leaving 19,672 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Rockefeller Capital Management first reported a position in IWX in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.84M in Q4 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Rockefeller Capital Management held 19,672 shares of iShares Russell Top 200 Value ETF worth $1.82M as of Q1 2026.
Rockefeller Capital Management sold 408 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $38.8K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1347 holding.
Rockefeller Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2019 and has held it in 29 quarters since.
Rockefeller Capital Management's iShares Russell Top 200 Value ETF position peaked at $1.84M in Q4 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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