Rockefeller Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Rockefeller Capital Management’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Sell	31,811 -2,840	-8%	-$144K	﹤0.01%	1490
2026 Q1	$1.85M	Buy	34,651 +1,481	+4%	+$87K	﹤0.01%	1339
2025 Q4	$2.06M	Buy	33,170 +509	+2%	+$31.4K	﹤0.01%	1233
2025 Q3	$1.96M	Sell	32,661 -10,940	-25%	-$669K	﹤0.01%	1172
2025 Q2	$2.73M	Buy	43,601 +3,780	+9%	+$227K	0.01%	999
2025 Q1	$2.4M	Buy	39,821 +6,650	+20%	+$413K	0.01%	966
2024 Q4	$1.94M	Sell	33,171 -1,692	-5%	-$101K	0.01%	1026
2024 Q3	$2.06M	Sell	34,863 -602	-2%	-$34.4K	0.01%	979
2024 Q2	$1.99M	Sell	35,465 -3,137	-8%	-$176K	0.01%	977
2024 Q1	$2.26M	Buy	38,602 +7,049	+22%	+$398K	0.01%	960
2023 Q4	$1.7M	Sell	31,553 -22,749	-42%	-$1.11M	0.01%	971
2023 Q3	$2.63M	Sell	54,302 -749	-1%	-$39.8K	0.01%	746
2023 Q2	$3.11M	Sell	55,051 -1,277	-2%	-$70.3K	0.01%	714
2023 Q1	$3.04M	Sell	56,328 -23,220	-29%	-$1.24M	0.01%	690
2022 Q4	$4.18M	Buy	79,548 +2,482	+3%	+$126K	0.02%	566
2022 Q3	$3.63M	Sell	77,066 -12,605	-14%	-$654K	0.02%	606
2022 Q2	$4.52M	Sell	89,671 -7,650	-8%	-$417K	0.02%	547
2022 Q1	$5.93M	Buy	97,321 +25,649	+36%	+$1.53M	0.03%	508
2021 Q4	$4.72M	Buy	71,672 +15,682	+28%	+$1M	0.02%	557
2021 Q3	$3.52M	Buy	55,990 +232	+0.4%	+$14.8K	0.02%	583
2021 Q2	$3.35M	Buy	55,758 +32,688	+142%	+$1.89M	0.02%	572
2021 Q1	$1.27M	Buy	23,070 +10,578	+85%	+$587K	0.01%	709
2020 Q4	$681K	Buy	12,492 +1,926	+18%	+$101K	0.01%	810
2020 Q3	$527K	Buy	10,566 +1,638	+18%	+$79.3K	﹤0.01%	771
2020 Q2	$394K	Buy	8,928 +2,304	+35%	+$98.5K	﹤0.01%	777
2020 Q1	$249K	Buy	6,624 +2,214	+50%	+$93.2K	﹤0.01%	769
2019 Q4	$194K	Hold	4,410	–	–	﹤0.01%	783
2019 Q3	$182K	Buy	+4,410	New	+$181K	﹤0.01%	650

Other funds holding IHI

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares US Medical Devices ETF (IHI) stake by 8.2% in Q2 2026, selling an estimated $144K and leaving 31,811 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Rockefeller Capital Management first reported a position in IHI in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.93M in Q1 2022. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Rockefeller Capital Management held 31,811 shares of iShares US Medical Devices ETF worth $1.57M as of Q2 2026.
Rockefeller Capital Management sold 2,840 iShares US Medical Devices ETF shares in Q2 2026, an estimated $144K.
iShares US Medical Devices ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1490 holding.
Rockefeller Capital Management first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 28 quarters since.
Rockefeller Capital Management's iShares US Medical Devices ETF position peaked at $5.93M in Q1 2022.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

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