Rockefeller Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$824K	Sell	8,152 -232	-3%	-$23.5K	﹤0.01%	1821
2026 Q1	$813K	Buy	8,384 +4,809	+135%	+$490K	﹤0.01%	1716
2025 Q4	$369K	Buy	3,575 +1,069	+43%	+$110K	﹤0.01%	2061
2025 Q3	$263K	Buy	+2,506	New	+$257K	﹤0.01%	2085
2023 Q3	–	Sell	-8,669	Closed	-$617K	–	1663
2023 Q2	$617K	Buy	8,669 +88	+1%	+$5.78K	﹤0.01%	1259
2023 Q1	$555K	Buy	8,581 +270	+3%	+$16.9K	﹤0.01%	1312
2022 Q4	$473K	Buy	8,311 +152	+2%	+$9.09K	﹤0.01%	1311
2022 Q3	$474K	Buy	8,159 +2	+0%	+$127	﹤0.01%	1289
2022 Q2	$462K	Buy	8,157 +25	+0.3%	+$1.61K	﹤0.01%	1294
2022 Q1	$610K	Buy	8,132 +599	+8%	+$45K	﹤0.01%	1245
2021 Q4	$632K	Buy	7,533 +446	+6%	+$36.9K	﹤0.01%	1236
2021 Q3	$547K	Sell	7,087 -701	-9%	-$55.1K	﹤0.01%	1225
2021 Q2	$604K	Buy	7,788 +7,690	+7,847%	+$590K	﹤0.01%	1115
2021 Q1	$7K	Sell	98 -386	-80%	-$28.1K	﹤0.01%	2755
2020 Q4	$34K	Hold	484	–	–	﹤0.01%	1808
2020 Q3	$30K	Hold	484	–	–	﹤0.01%	1656
2020 Q2	$27K	Buy	+484	New	+$25K	﹤0.01%	1575

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 2.8% in Q2 2026, selling an estimated $23.5K and leaving 8,152 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Rockefeller Capital Management first reported a position in IYC in Q2 2020 and has held it in 17 quarters since. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Rockefeller Capital Management held 8,152 shares of iShares US Consumer Discretionary ETF worth $824K as of Q2 2026.
Rockefeller Capital Management sold 232 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $23.5K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1821 holding.
Rockefeller Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2020 and has held it in 17 quarters since.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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