Rockefeller Capital Management
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Rockefeller Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Rockefeller Capital Management’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.21M Buy
40,019
+2,089
+6% +$103K ﹤0.01% 1335
2026
Q1 		$1.59M Buy
37,930
+3,166
+9% +$145K ﹤0.01% 1407
2025
Q4 		$1.67M Buy
34,764
+4,624
+15% +$227K ﹤0.01% 1338
2025
Q3 		$1.49M Sell
30,140
-3,768
-11% -$172K ﹤0.01% 1265
2025
Q2 		$1.65M Buy
33,908
+17,450
+106% +$859K ﹤0.01% 1173
2025
Q1 		$869K Buy
16,458
+3,249
+25% +$167K ﹤0.01% 1315
2024
Q4 		$634K Buy
+13,209
New +$697K ﹤0.01% 1404
2023
Q2 		– Sell
-9,990
Closed -$494K – 1915
2023
Q1 		$494K Buy
9,990
+745
+8% +$38.3K ﹤0.01% 1362
2022
Q4 		$495K Sell
9,245
-7,675
-45% -$412K ﹤0.01% 1289
2022
Q3 		$864K Buy
16,920
+1,365
+9% +$74K ﹤0.01% 1067
2022
Q2 		$794K Buy
15,555
+155
+1% +$8.26K ﹤0.01% 1075
2022
Q1 		$871K Sell
15,400
-45
-0.3% -$2.47K ﹤0.01% 1102
2021
Q4 		$896K Buy
15,445
+2,190
+17% +$120K ﹤0.01% 1086
2021
Q3 		$678K Buy
13,255
+845
+7% +$45.1K ﹤0.01% 1149
2021
Q2 		$661K Buy
12,410
+5
+0% +$264 ﹤0.01% 1080
2021
Q1 		$624K Buy
12,405
+3,690
+42% +$180K ﹤0.01% 954
2020
Q4 		$409K Buy
8,715
+3,030
+53% +$135K ﹤0.01% 978
2020
Q3 		$229K Buy
5,685
+1,680
+42% +$67.9K ﹤0.01% 995
2020
Q2 		$155K Hold
4,005
– – ﹤0.01% 1029
2020
Q1 		$133K Buy
+4,005
New +$152K ﹤0.01% 934

Other funds holding IHF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Healthcare Providers ETF (IHF) stake by 5.5% in Q2 2026, buying an estimated $103K and bringing the position to 40,019 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Rockefeller Capital Management first reported a position in IHF in Q1 2020 and has held it in 20 quarters since. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Rockefeller Capital Management held 40,019 shares of iShares US Healthcare Providers ETF worth $2.21M as of Q2 2026.
  • Rockefeller Capital Management bought 2,089 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $103K.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1335 holding.
  • Rockefeller Capital Management first reported a position in iShares US Healthcare Providers ETF in Q1 2020 and has held it in 20 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

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