Rockefeller Capital Management
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Rockefeller Capital Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Rockefeller Capital Management’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$556K Hold
6,415
– – ﹤0.01% 1920
2025
Q4 		$544K Sell
6,415
-4,246
-40% -$339K ﹤0.01% 1858
2025
Q3 		$774K Buy
+10,661
New +$736K ﹤0.01% 1548
2023
Q2 		– Sell
-7,665
Closed -$447K – 1914
2023
Q1 		$447K Buy
7,665
+9
+0.1% +$542 ﹤0.01% 1401
2022
Q4 		$475K Hold
7,656
– – ﹤0.01% 1308
2022
Q3 		$432K Sell
7,656
-15
-0.2% -$924 ﹤0.01% 1332
2022
Q2 		$490K Buy
7,671
+3
+0% +$190 ﹤0.01% 1267
2022
Q1 		$496K Buy
7,668
+15
+0.2% +$951 ﹤0.01% 1317
2021
Q4 		$509K Sell
7,653
-816
-10% -$51.8K ﹤0.01% 1303
2021
Q3 		$517K Sell
8,469
-96
-1% -$6.1K ﹤0.01% 1244
2021
Q2 		$530K Buy
8,565
+2,217
+35% +$135K ﹤0.01% 1173
2021
Q1 		$375K Buy
6,348
+39
+0.6% +$2.35K ﹤0.01% 1120
2020
Q4 		$377K Buy
6,309
+6
+0.1% +$342 ﹤0.01% 1003
2020
Q3 		$343K Buy
+6,303
New +$340K ﹤0.01% 904

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FIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

Rockefeller Capital Management held its iShares US Pharmaceuticals ETF (IHE) position steady in Q1 2026 at 6,415 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Rockefeller Capital Management first reported a position in IHE in Q3 2020 and has held it in 14 quarters since. The position peaked at $774K in Q3 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Rockefeller Capital Management held 6,415 shares of iShares US Pharmaceuticals ETF worth $556K as of Q1 2026.
  • Rockefeller Capital Management left its iShares US Pharmaceuticals ETF share count unchanged in Q1 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1920 holding.
  • Rockefeller Capital Management first reported a position in iShares US Pharmaceuticals ETF in Q3 2020 and has held it in 14 quarters since.
  • Rockefeller Capital Management's iShares US Pharmaceuticals ETF position peaked at $774K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

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