Rockefeller Capital Management
IXJ icon

Rockefeller Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Rockefeller Capital Management’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
15,503
+712
+5% +$67K ﹤0.01% 1502
2026
Q1 		$1.38M Buy
14,791
+2,534
+21% +$248K ﹤0.01% 1468
2025
Q4 		$1.19M Sell
12,257
-421
-3% -$39.8K ﹤0.01% 1477
2025
Q3 		$1.12M Sell
12,678
-683
-5% -$59K ﹤0.01% 1373
2025
Q2 		$1.15M Buy
13,361
+995
+8% +$85.6K ﹤0.01% 1273
2025
Q1 		$1.13M Sell
12,366
-28,960
-70% -$2.63M ﹤0.01% 1223
2024
Q4 		$3.55M Buy
41,326
+8,436
+26% +$779K 0.01% 826
2024
Q3 		$3.23M Buy
32,890
+3,260
+11% +$316K 0.01% 837
2024
Q2 		$2.75M Sell
29,630
-2,167
-7% -$198K 0.01% 866
2024
Q1 		$2.96M Sell
31,797
-7,232
-19% -$654K 0.01% 862
2023
Q4 		$3.38M Buy
39,029
+305
+0.8% +$25.3K 0.01% 746
2023
Q3 		$3.19M Buy
38,724
+948
+3% +$80.4K 0.01% 699
2023
Q2 		$3.21M Buy
37,776
+8,720
+30% +$744K 0.01% 704
2023
Q1 		$2.42M Buy
29,056
+27,348
+1,601% +$2.27M 0.01% 753
2022
Q4 		$144K Sell
1,708
-365
-18% -$30.1K ﹤0.01% 1829
2022
Q3 		$156K Sell
2,073
-702
-25% -$56.8K ﹤0.01% 1762
2022
Q2 		$224K Buy
2,775
+379
+16% +$31.7K ﹤0.01% 1590
2022
Q1 		$209K Sell
2,396
-3,584
-60% -$303K ﹤0.01% 1669
2021
Q4 		$539K Buy
5,980
+3,972
+198% +$343K ﹤0.01% 1286
2021
Q3 		$167K Buy
2,008
+1,216
+154% +$105K ﹤0.01% 1636
2021
Q2 		$65K Buy
792
+286
+57% +$23.1K ﹤0.01% 1962
2021
Q1 		$38K Buy
506
+53
+12% +$4.08K ﹤0.01% 2006
2020
Q4 		$34K Buy
453
+358
+377% +$26.4K ﹤0.01% 1807
2020
Q3 		$6K Sell
95
-901
-90% -$64.6K ﹤0.01% 2158
2020
Q2 		$68K Buy
996
+856
+611% +$57.8K ﹤0.01% 1320
2020
Q1 		$9K Sell
140
-356
-72% -$23.5K ﹤0.01% 1772
2019
Q4 		$34K Buy
+496
New +$32.2K ﹤0.01% 1245
2019
Q2 		– Sell
-178
Closed -$11K – 1807
2019
Q1 		$11K Buy
+178
New +$10.6K ﹤0.01% 1445

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Global Healthcare ETF (IXJ) stake by 4.8% in Q2 2026, buying an estimated $67K and bringing the position to 15,503 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Rockefeller Capital Management first reported a position in IXJ in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.55M in Q4 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Rockefeller Capital Management held 15,503 shares of iShares Global Healthcare ETF worth $1.53M as of Q2 2026.
  • Rockefeller Capital Management bought 712 iShares Global Healthcare ETF shares in Q2 2026, an estimated $67K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1502 holding.
  • Rockefeller Capital Management first reported a position in iShares Global Healthcare ETF in Q1 2019 and has held it in 28 quarters since.
  • Rockefeller Capital Management's iShares Global Healthcare ETF position peaked at $3.55M in Q4 2024.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

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