Rockefeller Capital Management
IDU icon

Rockefeller Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Rockefeller Capital Management’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$594K Buy
5,113
+626
+14% +$71.2K ﹤0.01% 1870
2025
Q4 		$486K Buy
4,487
+20
+0.4% +$2.23K ﹤0.01% 1922
2025
Q3 		$495K Buy
+4,467
New +$482K ﹤0.01% 1773
2024
Q1 		– Sell
-35,161
Closed -$2.81M – 1698
2023
Q4 		$2.81M Buy
+35,161
New +$2.69M 0.01% 811
2023
Q1 		– Sell
-3,510
Closed -$303K – 2884
2022
Q4 		$303K Buy
3,510
+1,889
+117% +$159K ﹤0.01% 1472
2022
Q3 		$131K Buy
1,621
+711
+78% +$64K ﹤0.01% 1847
2022
Q2 		$77K Buy
910
+4
+0.4% +$353 ﹤0.01% 2087
2022
Q1 		$82K Sell
906
-54
-6% -$4.59K ﹤0.01% 2074
2021
Q4 		$84K Sell
960
-440
-31% -$36.8K ﹤0.01% 2011
2021
Q3 		$110K Buy
1,400
+3
+0.2% +$248 ﹤0.01% 1819
2021
Q2 		$109K Sell
1,397
-132
-9% -$10.7K ﹤0.01% 1765
2021
Q1 		$121K Sell
1,529
-668
-30% -$51.4K ﹤0.01% 1525
2020
Q4 		$170K Buy
2,197
+609
+38% +$47.4K ﹤0.01% 1248
2020
Q3 		$115K Sell
1,588
-532
-25% -$39K ﹤0.01% 1207
2020
Q2 		$149K Buy
2,120
+864
+69% +$61.8K ﹤0.01% 1040
2020
Q1 		$87K Sell
1,256
-740
-37% -$59K ﹤0.01% 1059
2019
Q4 		$162K Buy
+1,996
New +$159K ﹤0.01% 825

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Utilities ETF (IDU) stake by 14% in Q1 2026, buying an estimated $71.2K and bringing the position to 5,113 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Rockefeller Capital Management first reported a position in IDU in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.81M in Q4 2023. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Rockefeller Capital Management held 5,113 shares of iShares US Utilities ETF worth $594K as of Q1 2026.
  • Rockefeller Capital Management bought 626 iShares US Utilities ETF shares in Q1 2026, an estimated $71.2K.
  • iShares US Utilities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1870 holding.
  • Rockefeller Capital Management first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 17 quarters since.
  • Rockefeller Capital Management's iShares US Utilities ETF position peaked at $2.81M in Q4 2023.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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