Rockefeller Capital Management
IYE icon

Rockefeller Capital Management’s iShares US Energy ETF IYE Stock Holding History

Rockefeller Capital Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
18,130
+2,043
+13% +$124K ﹤0.01% 1683
2026
Q1 		$1.04M Sell
16,087
-2,018
-11% -$114K ﹤0.01% 1592
2025
Q4 		$861K Sell
18,105
-484
-3% -$22.9K ﹤0.01% 1615
2025
Q3 		$883K Sell
18,589
-1,131
-6% -$52.6K ﹤0.01% 1480
2025
Q2 		$892K Sell
19,720
-8,926
-31% -$394K ﹤0.01% 1371
2025
Q1 		$1.41M Buy
28,646
+1,858
+7% +$88.6K ﹤0.01% 1157
2024
Q4 		$1.22M Buy
26,788
+1,753
+7% +$84K ﹤0.01% 1184
2024
Q3 		$1.16M Sell
25,035
-1,885
-7% -$88.8K ﹤0.01% 1181
2024
Q2 		$1.29M Buy
26,920
+2,935
+12% +$143K ﹤0.01% 1123
2024
Q1 		$1.18M Buy
23,985
+247
+1% +$11.1K ﹤0.01% 1199
2023
Q4 		$1.05M Buy
23,738
+7,715
+48% +$347K ﹤0.01% 1120
2023
Q3 		$760K Sell
16,023
-119
-0.7% -$5.49K ﹤0.01% 1179
2023
Q2 		$692K Sell
16,142
-1,095
-6% -$46.9K ﹤0.01% 1226
2023
Q1 		$754K Sell
17,237
-6,620
-28% -$300K ﹤0.01% 1180
2022
Q4 		$1.11M Sell
23,857
-2,022
-8% -$94.5K 0.01% 967
2022
Q3 		$1.02M Sell
25,879
-27,236
-51% -$1.12M 0.01% 1003
2022
Q2 		$2.02M Sell
53,115
-11,815
-18% -$502K 0.01% 766
2022
Q1 		$2.66M Buy
64,930
+1,473
+2% +$54.3K 0.01% 711
2021
Q4 		$1.91M Buy
63,457
+45,197
+248% +$1.39M 0.01% 807
2021
Q3 		$516K Sell
18,260
-5,805
-24% -$156K ﹤0.01% 1246
2021
Q2 		$699K Buy
24,065
+11,976
+99% +$334K ﹤0.01% 1061
2021
Q1 		$317K Buy
12,089
+5,002
+71% +$123K ﹤0.01% 1180
2020
Q4 		$143K Sell
7,087
-3,128
-31% -$57.4K ﹤0.01% 1302
2020
Q3 		$163K Buy
10,215
+1,762
+21% +$33.3K ﹤0.01% 1107
2020
Q2 		$169K Sell
8,453
-5,566
-40% -$109K ﹤0.01% 1003
2020
Q1 		$215K Buy
+14,019
New +$353K ﹤0.01% 798

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Energy ETF (IYE) stake by 13% in Q2 2026, buying an estimated $124K and bringing the position to 18,130 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Rockefeller Capital Management first reported a position in IYE in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.66M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Rockefeller Capital Management held 18,130 shares of iShares US Energy ETF worth $1.03M as of Q2 2026.
  • Rockefeller Capital Management bought 2,043 iShares US Energy ETF shares in Q2 2026, an estimated $124K.
  • iShares US Energy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1683 holding.
  • Rockefeller Capital Management first reported a position in iShares US Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • Rockefeller Capital Management's iShares US Energy ETF position peaked at $2.66M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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