Rockefeller Capital Management
IAK icon

Rockefeller Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Rockefeller Capital Management’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Sell
2,367
-1,637
-41% -$217K ﹤0.01% 2304
2026
Q1 		$514K Buy
4,004
+1,675
+72% +$222K ﹤0.01% 1963
2025
Q4 		$317K Sell
2,329
-1,742
-43% -$231K ﹤0.01% 2128
2025
Q3 		$546K Buy
+4,071
New +$533K ﹤0.01% 1728

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares US Insurance ETF (IAK) stake by 41% in Q2 2026, selling an estimated $217K and leaving 2,367 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Rockefeller Capital Management first reported a position in IAK in Q3 2025 and has held it in 4 quarters since. The position peaked at $546K in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Rockefeller Capital Management held 2,367 shares of iShares US Insurance ETF worth $333K as of Q2 2026.
  • Rockefeller Capital Management sold 1,637 iShares US Insurance ETF shares in Q2 2026, an estimated $217K.
  • iShares US Insurance ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2304 holding.
  • Rockefeller Capital Management first reported a position in iShares US Insurance ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares US Insurance ETF position peaked at $546K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

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