Rockefeller Capital Management
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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
Q2 		$588K Buy
5,131
+18
+0.4% +$2.06K ﹤0.01% 2007
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

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Utilities ETF (IDU) stake by 0.35% in Q2 2026, buying an estimated $2.06K and bringing the position to 5,131 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Rockefeller Capital Management first reported a position in IDU in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.81M in Q4 2023. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Rockefeller Capital Management held 5,131 shares of iShares US Utilities ETF worth $588K as of Q2 2026.
  • Rockefeller Capital Management bought 18 iShares US Utilities ETF shares in Q2 2026, an estimated $2.06K.
  • iShares US Utilities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2007 holding.
  • Rockefeller Capital Management first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's iShares US Utilities ETF position peaked at $2.81M in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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