Rockefeller Capital Management
IHAK icon

Rockefeller Capital Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Rockefeller Capital Management’s Portfolio IHAK Stock Details IHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$672K Sell
11,062
-265
-2% -$13.7K ﹤0.01% 1925
2026
Q1 		$494K Buy
11,327
+725
+7% +$33.1K ﹤0.01% 1981
2025
Q4 		$510K Sell
10,602
-358
-3% -$18.1K ﹤0.01% 1891
2025
Q3 		$574K Buy
10,960
+692
+7% +$35.9K ﹤0.01% 1710
2025
Q2 		$546K Buy
10,268
+99
+1% +$4.93K ﹤0.01% 1532
2025
Q1 		$478K Buy
+10,169
New +$506K ﹤0.01% 1494
2024
Q3 		– Sell
-12,360
Closed -$568K – 1647
2024
Q2 		$568K Sell
12,360
-908
-7% -$40.7K ﹤0.01% 1395
2024
Q1 		$622K Sell
13,268
-2,149
-14% -$101K ﹤0.01% 1403
2023
Q4 		$700K Buy
15,417
+1,632
+12% +$66.2K ﹤0.01% 1255
2023
Q3 		$531K Buy
13,785
+1,229
+10% +$47.2K ﹤0.01% 1276
2023
Q2 		$475K Sell
12,556
-16,383
-57% -$585K ﹤0.01% 1356
2023
Q1 		$1.05M Sell
28,939
-3,604
-11% -$124K ﹤0.01% 1051
2022
Q4 		$1.07M Buy
32,543
+968
+3% +$33K 0.01% 980
2022
Q3 		$1.07M Buy
31,575
+489
+2% +$17.9K 0.01% 987
2022
Q2 		$1.09M Buy
31,086
+10
+0% +$379 0.01% 965
2022
Q1 		$1.33M Buy
31,076
+1,158
+4% +$47.3K 0.01% 961
2021
Q4 		$1.33M Buy
29,918
+135
+0.5% +$6.12K 0.01% 948
2021
Q3 		$1.29M Buy
29,783
+169
+0.6% +$7.49K 0.01% 907
2021
Q2 		$1.28M Buy
29,614
+4,302
+17% +$176K 0.01% 839
2021
Q1 		$966K Buy
25,312
+1,089
+4% +$44.1K 0.01% 793
2020
Q4 		$977K Sell
24,223
-12,892
-35% -$450K 0.01% 696
2020
Q3 		$1.22M Buy
+37,115
New +$1.23M 0.01% 549

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 2.3% in Q2 2026, selling an estimated $13.7K and leaving 11,062 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Rockefeller Capital Management first reported a position in IHAK in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.33M in Q4 2021. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Rockefeller Capital Management held 11,062 shares of iShares Cybersecurity and Tech ETF worth $672K as of Q2 2026.
  • Rockefeller Capital Management sold 265 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1925 holding.
  • Rockefeller Capital Management first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and has held it in 22 quarters since.
  • Rockefeller Capital Management's iShares Cybersecurity and Tech ETF position peaked at $1.33M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

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