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
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 		$2.35M 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 		$2.65M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 3.3% in Q1 2026, buying an estimated $290K and bringing the position to 72,169 shares worth $8.55M. The position accounts for 0.02% of the portfolio, ranked #733.

Rockefeller Capital Management first reported a position in IGM in Q2 2020 and has held it in 22 quarters since. The position peaked at $9.02M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Rockefeller Capital Management held 72,169 shares of iShares Expanded Tech Sector ETF worth $8.55M as of Q1 2026.
  • Rockefeller Capital Management bought 2,306 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $290K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #733 holding.
  • Rockefeller Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 22 quarters since.
  • Rockefeller Capital Management's iShares Expanded Tech Sector ETF position peaked at $9.02M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

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