Rockefeller Capital Management
IAT icon

Rockefeller Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Rockefeller Capital Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
21,291
+954
+5% +$55.4K ﹤0.01% 1568
2026
Q1 		$1.09M Sell
20,337
-776
-4% -$44K ﹤0.01% 1569
2025
Q4 		$1.16M Buy
21,113
+1,360
+7% +$70.6K ﹤0.01% 1488
2025
Q3 		$1.04M Buy
19,753
+248
+1% +$12.9K ﹤0.01% 1415
2025
Q2 		$967K Sell
19,505
-2,772
-12% -$126K ﹤0.01% 1339
2025
Q1 		$1.04M Buy
22,277
+4,607
+26% +$231K ﹤0.01% 1247
2024
Q4 		$890K Sell
17,670
-105
-0.6% -$5.42K ﹤0.01% 1288
2024
Q3 		$845K Sell
17,775
-2,146
-11% -$98.8K ﹤0.01% 1277
2024
Q2 		$826K Buy
19,921
+3,025
+18% +$125K ﹤0.01% 1278
2024
Q1 		$733K Buy
16,896
+945
+6% +$38.8K ﹤0.01% 1362
2023
Q4 		$667K Buy
15,951
+2,579
+19% +$92.5K ﹤0.01% 1266
2023
Q3 		$449K Sell
13,372
-330
-2% -$11.9K ﹤0.01% 1313
2023
Q2 		$464K Sell
13,702
-1,486
-10% -$49.9K ﹤0.01% 1368
2023
Q1 		$543K Buy
15,188
+3,650
+32% +$171K ﹤0.01% 1323
2022
Q4 		$549K Sell
11,538
-488
-4% -$24K ﹤0.01% 1244
2022
Q3 		$574K Sell
12,026
-759
-6% -$39.4K ﹤0.01% 1214
2022
Q2 		$630K Sell
12,785
-13,455
-51% -$717K ﹤0.01% 1176
2022
Q1 		$1.55M Sell
26,240
-94,635
-78% -$6M 0.01% 895
2021
Q4 		$7.46M Buy
120,875
+14,635
+14% +$925K 0.03% 419
2021
Q3 		$6.43M Buy
106,240
+4,429
+4% +$255K 0.03% 412
2021
Q2 		$5.86M Buy
101,811
+87,227
+598% +$5.17M 0.03% 409
2021
Q1 		$826K Buy
14,584
+10,183
+231% +$539K 0.01% 849
2020
Q4 		$199K Buy
4,401
+4,210
+2,204% +$170K ﹤0.01% 1193
2020
Q3 		$6K Buy
+191
New +$6.45K ﹤0.01% 2157
2020
Q2 		– Sell
-3,779
Closed -$109K – 2624
2020
Q1 		$109K Sell
3,779
-159,122
-98% -$6.81M ﹤0.01% 990
2019
Q4 		$8.3M Sell
162,901
-46,435
-22% -$2.26M 0.1% 169
2019
Q3 		$9.75M Buy
209,336
+69,080
+49% +$3.14M 0.13% 141
2019
Q2 		$6.44M Buy
140,256
+17,322
+14% +$790K 0.09% 145
2019
Q1 		$5.34M Sell
122,934
-380,119
-76% -$17.1M 0.08% 157
2018
Q4 		$20M Buy
+503,053
New +$22.8M 0.35% 71

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Regional Banks ETF (IAT) stake by 4.7% in Q2 2026, buying an estimated $55.4K and bringing the position to 21,291 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Rockefeller Capital Management first reported a position in IAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $20M in Q4 2018. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Rockefeller Capital Management held 21,291 shares of iShares US Regional Banks ETF worth $1.32M as of Q2 2026.
  • Rockefeller Capital Management bought 954 iShares US Regional Banks ETF shares in Q2 2026, an estimated $55.4K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1568 holding.
  • Rockefeller Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2018 and has held it in 30 quarters since.
  • Rockefeller Capital Management's iShares US Regional Banks ETF position peaked at $20M in Q4 2018.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

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