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Rockefeller Capital Management L.P.: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on IYW, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 293,418 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,418 shares
    Change vs previous 13F +6,458 shares

    0.11% of the 13F portfolio, value $74,009,001.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 286,960 shares
    Change vs previous 13F +6,115 shares

    0.09% of the 13F portfolio, value $52,060,353.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 280,845 shares
    Change vs previous 13F -3,036 shares

    0.1% of the 13F portfolio, value $56,079,154.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 283,881 shares
    Change vs previous 13F +1,325 shares

    0.11% of the 13F portfolio, value $55,601,061.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 282,556 shares
    Change vs previous 13F +18,155 shares

    0.11% of the 13F portfolio, value $48,958,495.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 264,401 shares
    Change vs previous 13F +144,505 shares

    0.09% of the 13F portfolio, value $37,132,588.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 119,896 shares
    Change vs previous 13F +2,939 shares

    0.05% of the 13F portfolio, value $19,122,065.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 116,957 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,730,523.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).