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 Q2	$625K	Sell	6,315 -100	-2%	-$9.01K	﹤0.01%	1974
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

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares US Pharmaceuticals ETF (IHE) stake by 1.6% in Q2 2026, selling an estimated $9.01K and leaving 6,315 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Rockefeller Capital Management first reported a position in IHE in Q3 2020 and has held it in 15 quarters since. The position peaked at $774K in Q3 2025. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Rockefeller Capital Management held 6,315 shares of iShares US Pharmaceuticals ETF worth $625K as of Q2 2026.
Rockefeller Capital Management sold 100 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $9.01K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1974 holding.
Rockefeller Capital Management first reported a position in iShares US Pharmaceuticals ETF in Q3 2020 and has held it in 15 quarters since.
Rockefeller Capital Management's iShares US Pharmaceuticals ETF position peaked at $774K in Q3 2025.
210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

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