Rockefeller Capital Management
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Rockefeller Capital Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Rockefeller Capital Management’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.1K Sell
422
-4,421
-91% -$788K ﹤0.01% 3151
2026
Q1 		$795K Buy
4,843
+4,050
+511% +$708K ﹤0.01% 1728
2025
Q4 		$142K Buy
793
+23
+3% +$4.04K ﹤0.01% 2535
2025
Q3 		$136K Buy
+770
New +$134K ﹤0.01% 2417
2020
Q1 		– Sell
-90
Closed -$6K – 2412
2019
Q4 		$6K Hold
90
– – ﹤0.01% 1745
2019
Q3 		$6K Hold
90
– – ﹤0.01% 1575
2019
Q2 		$6K Hold
90
– – ﹤0.01% 1391
2019
Q1 		$5K Buy
+90
New +$5.4K ﹤0.01% 1625

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 91% in Q2 2026, selling an estimated $788K and leaving 422 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Rockefeller Capital Management first reported a position in IAI in Q1 2019 and has held it in 8 quarters since. The position peaked at $795K in Q1 2026. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Rockefeller Capital Management held 422 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $74.1K as of Q2 2026.
  • Rockefeller Capital Management sold 4,421 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $788K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3151 holding.
  • Rockefeller Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2019 and has held it in 8 quarters since.
  • Rockefeller Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $795K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

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