Rockefeller Capital Management’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178K	Sell	1,577 -3,250	-67%	-$392K	﹤0.01%	2667
2026 Q1	$554K	Buy	4,827 +865	+22%	+$104K	﹤0.01%	1923
2025 Q4	$480K	Buy	3,962 +10	+0.3%	+$1.22K	﹤0.01%	1929
2025 Q3	$488K	Buy	+3,952	New	+$464K	﹤0.01%	1785
2023 Q1	–	Sell	-357	Closed	-$19K	–	2951
2022 Q4	$19K	Buy	357 +4	+1%	+$216	﹤0.01%	2824
2022 Q3	$18K	Hold	353	–	–	﹤0.01%	2822
2022 Q2	$21K	Hold	353	–	–	﹤0.01%	2721
2022 Q1	$26K	Sell	353 -855	-71%	-$64.9K	﹤0.01%	2604
2021 Q4	$99K	Hold	1,208	–	–	﹤0.01%	1944
2021 Q3	$102K	Buy	1,208 +100	+9%	+$8.74K	﹤0.01%	1858
2021 Q2	$95K	Buy	1,108 +183	+20%	+$15.5K	﹤0.01%	1826
2021 Q1	$74K	Hold	925	–	–	﹤0.01%	1743
2020 Q4	$68K	Hold	925	–	–	﹤0.01%	1570
2020 Q3	$61K	Sell	925 -3,919	-81%	-$260K	﹤0.01%	1443
2020 Q2	$298K	Buy	4,844 +2,373	+96%	+$138K	﹤0.01%	846
2020 Q1	$128K	Buy	2,471 +1,616	+189%	+$95.8K	﹤0.01%	944
2019 Q4	$52K	Hold	855	–	–	﹤0.01%	1138
2019 Q3	$49K	Buy	+855	New	+$49.4K	﹤0.01%	974

Other funds holding IXP

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares Global Comm Services ETF (IXP) stake by 67% in Q2 2026, selling an estimated $392K and leaving 1,577 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Rockefeller Capital Management first reported a position in IXP in Q3 2019 and has held it in 18 quarters since. The position peaked at $554K in Q1 2026. 114 funds tracked by Wall St. Rank hold IXP as of Q2 2026.

Rockefeller Capital Management held 1,577 shares of iShares Global Comm Services ETF worth $178K as of Q2 2026.
Rockefeller Capital Management sold 3,250 iShares Global Comm Services ETF shares in Q2 2026, an estimated $392K.
iShares Global Comm Services ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2667 holding.
Rockefeller Capital Management first reported a position in iShares Global Comm Services ETF in Q3 2019 and has held it in 18 quarters since.
Rockefeller Capital Management's iShares Global Comm Services ETF position peaked at $554K in Q1 2026.
114 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2026.

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