Rockefeller Capital Management
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Rockefeller Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Rockefeller Capital Management’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Buy
203,059
+56,799
+39% +$5.05M 0.03% 512
2026
Q1 		$11.7M Buy
146,260
+33,520
+30% +$2.97M 0.02% 628
2025
Q4 		$11.9M Buy
112,740
+51,494
+84% +$5.66M 0.02% 609
2025
Q3 		$7.04M Sell
61,246
-8,896
-13% -$985K 0.01% 727
2025
Q2 		$7.68M Buy
70,142
+6,770
+11% +$670K 0.02% 687
2025
Q1 		$5.64M Buy
63,372
+33,434
+112% +$3.3M 0.01% 704
2024
Q4 		$3M Buy
29,938
+8,575
+40% +$850K 0.01% 873
2024
Q3 		$1.91M Buy
21,363
+254
+1% +$21.8K 0.01% 1006
2024
Q2 		$1.83M Sell
21,109
-741
-3% -$60.9K 0.01% 1007
2024
Q1 		$1.86M Buy
+21,850
New +$1.84M 0.01% 1042
2023
Q2 		– Sell
-19,140
Closed -$1.17M – 1913
2023
Q1 		$1.17M Buy
19,140
+575
+3% +$32.2K 0.01% 1009
2022
Q4 		$949K Sell
18,565
-11,820
-39% -$613K ﹤0.01% 1030
2022
Q3 		$1.52M Buy
30,385
+11,290
+59% +$642K 0.01% 857
2022
Q2 		$1.03M Sell
19,095
-12,930
-40% -$760K 0.01% 984
2022
Q1 		$2.21M Sell
32,025
-1,940
-6% -$133K 0.01% 771
2021
Q4 		$2.7M Buy
33,965
+3,705
+12% +$309K 0.01% 713
2021
Q3 		$2.42M Sell
30,260
-1,850
-6% -$151K 0.01% 702
2021
Q2 		$2.5M Buy
32,110
+7,180
+29% +$521K 0.01% 654
2021
Q1 		$1.7M Buy
24,930
+5,580
+29% +$396K 0.01% 630
2020
Q4 		$1.37M Buy
19,350
+5,665
+41% +$375K 0.01% 613
2020
Q3 		$851K Buy
13,685
+13,185
+2,637% +$792K 0.01% 642
2020
Q2 		$28K Buy
+500
New +$25.1K ﹤0.01% 1558

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 39% in Q2 2026, buying an estimated $5.05M and bringing the position to 203,059 shares worth $18.4M. The position accounts for 0.03% of the portfolio, ranked #512.

Rockefeller Capital Management first reported a position in IGV in Q2 2020 and has held it in 22 quarters since. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Rockefeller Capital Management held 203,059 shares of iShares Expanded Tech-Software Sector ETF worth $18.4M as of Q2 2026.
  • Rockefeller Capital Management bought 56,799 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.05M.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #512 holding.
  • Rockefeller Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 22 quarters since.
  • 880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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