Rockefeller Capital Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Rockefeller Capital Management’s Portfolio IGE Stock Details IGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.7K	Sell	312 -9	-3%	-$528	﹤0.01%	3720
2025 Q4	$16.1K	Buy	321 +2	+0.6%	+$98	﹤0.01%	3604
2025 Q3	$15.7K	Buy	+319	New	+$14.8K	﹤0.01%	3460
2023 Q1	–	Sell	-5,717	Closed	-$232K	–	2891
2022 Q4	$232K	Buy	5,717 +1	+0%	+$41	﹤0.01%	1594
2022 Q3	$198K	Buy	5,716 +652	+13%	+$24.3K	﹤0.01%	1653
2022 Q2	$182K	Buy	5,064 +5,001	+7,938%	+$203K	﹤0.01%	1678
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	3608
2021 Q4	$2K	Buy	+63	New	+$1.99K	﹤0.01%	3542
2021 Q1	–	Sell	-1,114	Closed	-$25K	–	3311
2020 Q4	$25K	Buy	+1,114	New	+$24.3K	﹤0.01%	1915

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares North American Natural Resources ETF (IGE) stake by 2.8% in Q1 2026, selling an estimated $528 and leaving 312 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.

Rockefeller Capital Management first reported a position in IGE in Q4 2020 and has held it in 9 quarters since. The position peaked at $232K in Q4 2022. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Rockefeller Capital Management held 312 shares of iShares North American Natural Resources ETF worth $19.7K as of Q1 2026.
Rockefeller Capital Management sold 9 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $528.
iShares North American Natural Resources ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3720 holding.
Rockefeller Capital Management first reported a position in iShares North American Natural Resources ETF in Q4 2020 and has held it in 9 quarters since.
Rockefeller Capital Management's iShares North American Natural Resources ETF position peaked at $232K in Q4 2022.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

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