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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Insurance ETF (IAK) stake by 72% in Q1 2026, buying an estimated $222K and bringing the position to 4,004 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Rockefeller Capital Management first reported a position in IAK in Q3 2025 and has held it in 3 quarters since. The position peaked at $546K in Q3 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Rockefeller Capital Management held 4,004 shares of iShares US Insurance ETF worth $514K as of Q1 2026.
  • Rockefeller Capital Management bought 1,675 iShares US Insurance ETF shares in Q1 2026, an estimated $222K.
  • iShares US Insurance ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1963 holding.
  • Rockefeller Capital Management first reported a position in iShares US Insurance ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's iShares US Insurance ETF position peaked at $546K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

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