Rockefeller Capital Management
IWY icon

Rockefeller Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rockefeller Capital Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.09M Sell
31,289
-9,875
-24% -$2.79M 0.01% 763
2026
Q1 		$10.2M Buy
41,164
+14,430
+54% +$3.82M 0.02% 672
2025
Q4 		$7.4M Buy
26,734
+13,378
+100% +$3.71M 0.01% 755
2025
Q3 		$3.65M Buy
13,356
+1,721
+15% +$445K 0.01% 929
2025
Q2 		$2.87M Sell
11,635
-914
-7% -$203K 0.01% 973
2025
Q1 		$2.65M Sell
12,549
-2,288
-15% -$526K 0.01% 928
2024
Q4 		$3.49M Sell
14,837
-412
-3% -$94.6K 0.01% 833
2024
Q3 		$3.36M Sell
15,249
-212
-1% -$45.1K 0.01% 823
2024
Q2 		$3.32M Buy
15,461
+972
+7% +$194K 0.01% 820
2024
Q1 		$2.83M Buy
14,489
+184
+1% +$34.4K 0.01% 873
2023
Q4 		$2.51M Sell
14,305
-630
-4% -$103K 0.01% 839
2023
Q3 		$2.3M Buy
14,935
+3,086
+26% +$492K 0.01% 794
2023
Q2 		$1.88M Buy
11,849
+430
+4% +$62.7K 0.01% 865
2023
Q1 		$1.59M Buy
11,419
+94
+0.8% +$12.2K 0.01% 895
2022
Q4 		$1.36M Sell
11,325
-431
-4% -$53.6K 0.01% 889
2022
Q3 		$1.4M Buy
11,756
+159
+1% +$21.3K 0.01% 888
2022
Q2 		$1.45M Sell
11,597
-753
-6% -$103K 0.01% 870
2022
Q1 		$1.96M Sell
12,350
-174
-1% -$27.1K 0.01% 805
2021
Q4 		$2.17M Sell
12,524
-1,763
-12% -$294K 0.01% 767
2021
Q3 		$2.18M Sell
14,287
-1,223
-8% -$193K 0.01% 726
2021
Q2 		$2.33M Buy
15,510
+6,158
+66% +$881K 0.01% 680
2021
Q1 		$1.26M Buy
9,352
+742
+9% +$99.4K 0.01% 713
2020
Q4 		$1.14M Sell
8,610
-877
-9% -$111K 0.01% 657
2020
Q3 		$1.15M Sell
9,487
-952
-9% -$112K 0.01% 563
2020
Q2 		$1.11M Buy
10,439
+9,317
+830% +$913K 0.01% 524
2020
Q1 		$94K Buy
1,122
+836
+292% +$79.6K ﹤0.01% 1029
2019
Q4 		$28K Hold
286
– – ﹤0.01% 1295
2019
Q3 		$25K Buy
286
+1
+0.4% +$87 ﹤0.01% 1152
2019
Q2 		$24K Buy
285
+1
+0.4% +$84 ﹤0.01% 977
2019
Q1 		$23K Buy
+284
New +$22.2K ﹤0.01% 1180

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 24% in Q2 2026, selling an estimated $2.79M and leaving 31,289 shares worth $9.09M. The position accounts for 0.01% of the portfolio, ranked #763.

Rockefeller Capital Management first reported a position in IWY in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.2M in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Rockefeller Capital Management held 31,289 shares of iShares Russell Top 200 Growth ETF worth $9.09M as of Q2 2026.
  • Rockefeller Capital Management sold 9,875 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.79M.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #763 holding.
  • Rockefeller Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Rockefeller Capital Management's iShares Russell Top 200 Growth ETF position peaked at $10.2M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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