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
Q3 		$21.9M Buy
206,049
+2,990
+1% +$300K 0.03% 465
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

Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.5% in Q3 2026, buying an estimated $300K and bringing the position to 206,049 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #465.

Rockefeller Capital Management first reported a position in IGV in Q2 2020 and has held it in 23 quarters since. 804 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Rockefeller Capital Management held 206,049 shares of iShares Expanded Tech-Software Sector ETF worth $21.9M as of Q3 2026.
  • Rockefeller Capital Management bought 2,990 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $300K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q3 2026, its #465 holding.
  • Rockefeller Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 23 quarters since.
  • 804 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

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