Rockefeller Capital Management
IGM icon

Rockefeller Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Rockefeller Capital Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.6M Sell
74,302
-231
-0.3% -$37K 0.02% 663
2026
Q2 		$12.2M Buy
74,533
+2,364
+3% +$354K 0.02% 655
2026
Q1 		$8.55M Buy
72,169
+2,306
+3% +$290K 0.02% 733
2025
Q4 		$9.02M Buy
69,863
+6,799
+11% +$881K 0.02% 693
2025
Q3 		$7.94M Buy
63,064
+14,186
+29% +$1.67M 0.02% 698
2025
Q2 		$5.49M Buy
48,878
+2,235
+5% +$220K 0.01% 762
2025
Q1 		$4.23M Buy
46,643
+1,377
+3% +$139K 0.01% 791
2024
Q4 		$4.62M Buy
45,266
+2,454
+6% +$247K 0.01% 742
2024
Q3 		$4.11M Buy
42,812
+2,183
+5% +$202K 0.01% 766
2024
Q2 		$3.83M Buy
40,629
+1,168
+3% +$102K 0.01% 781
2024
Q1 		$3.4M Buy
+39,461
New +$3.21M 0.01% 821
2023
Q3 		– Sell
-39,618
Closed -$2.59M – 1653
2023
Q2 		$2.59M Sell
39,618
-1,860
-4% -$111K 0.01% 766
2023
Q1 		$2.34M Sell
41,478
-19,548
-32% -$1.02M 0.01% 767
2022
Q4 		$2.85M Buy
61,026
+14,268
+31% +$684K 0.01% 646
2022
Q3 		$2.15M Buy
46,758
+570
+1% +$30K 0.01% 739
2022
Q2 		$2.27M Buy
46,188
+3,150
+7% +$173K 0.01% 731
2022
Q1 		$2.79M Sell
43,038
-300
-0.7% -$19.3K 0.01% 697
2021
Q4 		$3.17M Sell
43,338
-1,674
-4% -$120K 0.01% 676
2021
Q3 		$3.03M Buy
45,012
+132
+0.3% +$9.18K 0.02% 630
2021
Q2 		$3.02M Buy
44,880
+732
+2% +$46.6K 0.02% 610
2021
Q1 		$2.66M Buy
44,148
+1,854
+4% +$111K 0.02% 513
2020
Q4 		$2.47M Buy
42,294
+3,264
+8% +$179K 0.02% 471
2020
Q3 		$2.01M Buy
39,030
+29,868
+326% +$1.51M 0.02% 422
2020
Q2 		$426K Buy
+9,162
New +$385K ﹤0.01% 761

Other funds holding IGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Rockefeller Capital Management's IGM Position: Q3 2026 in Review

Rockefeller Capital Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.31% in Q3 2026, selling an estimated $37K and leaving 74,302 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #663.

Rockefeller Capital Management first reported a position in IGM in Q2 2020 and has held it in 24 quarters since. 482 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Rockefeller Capital Management held 74,302 shares of iShares Expanded Tech Sector ETF worth $12.6M as of Q3 2026.
  • Rockefeller Capital Management sold 231 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $37K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q3 2026, its #663 holding.
  • Rockefeller Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 24 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.