Rockefeller Capital Management
IYF icon

Rockefeller Capital Management’s iShares US Financials ETF IYF Stock Holding History

Rockefeller Capital Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Buy
31,600
+512
+2% +$63.6K 0.01% 1074
2026
Q1 		$3.66M Buy
31,088
+4,162
+15% +$517K 0.01% 1049
2025
Q4 		$3.47M Buy
26,926
+86
+0.3% +$10.8K 0.01% 1009
2025
Q3 		$3.4M Sell
26,840
-1,097
-4% -$136K 0.01% 960
2025
Q2 		$3.38M Sell
27,937
-78
-0.3% -$8.79K 0.01% 922
2025
Q1 		$3.16M Buy
28,015
+1,383
+5% +$158K 0.01% 870
2024
Q4 		$2.95M Sell
26,632
-566
-2% -$63K 0.01% 877
2024
Q3 		$2.83M Sell
27,198
-1,242
-4% -$125K 0.01% 876
2024
Q2 		$2.69M Sell
28,440
-1,452
-5% -$136K 0.01% 877
2024
Q1 		$2.86M Sell
29,892
-26,477
-47% -$2.36M 0.01% 869
2023
Q4 		$4.81M Buy
56,369
+23,128
+70% +$1.8M 0.02% 649
2023
Q3 		$2.49M Buy
33,241
+1,745
+6% +$135K 0.01% 768
2023
Q2 		$2.35M Buy
31,496
+16,722
+113% +$1.21M 0.01% 789
2023
Q1 		$1.05M Buy
14,774
+9,365
+173% +$720K ﹤0.01% 1052
2022
Q4 		$408K Buy
5,409
+19
+0.4% +$1.42K ﹤0.01% 1353
2022
Q3 		$364K Buy
5,390
+461
+9% +$34K ﹤0.01% 1389
2022
Q2 		$344K Buy
4,929
+104
+2% +$7.93K ﹤0.01% 1417
2022
Q1 		$407K Buy
4,825
+528
+12% +$45.5K ﹤0.01% 1398
2021
Q4 		$372K Buy
4,297
+209
+5% +$18.2K ﹤0.01% 1418
2021
Q3 		$337K Sell
4,088
-158
-4% -$13.1K ﹤0.01% 1402
2021
Q2 		$344K Buy
4,246
+1,937
+84% +$156K ﹤0.01% 1331
2021
Q1 		$172K Sell
2,309
-1,496
-39% -$106K ﹤0.01% 1376
2020
Q4 		$254K Buy
3,805
+49
+1% +$3.02K ﹤0.01% 1118
2020
Q3 		$213K Sell
3,756
-4,114
-52% -$236K ﹤0.01% 1025
2020
Q2 		$433K Buy
7,870
+120
+2% +$6.4K ﹤0.01% 752
2020
Q1 		$377K Buy
7,750
+5,244
+209% +$332K ﹤0.01% 668
2019
Q4 		$173K Buy
2,506
+304
+14% +$20.2K ﹤0.01% 806
2019
Q3 		$142K Sell
2,202
-20,350
-90% -$1.29M ﹤0.01% 699
2019
Q2 		$1.42M Buy
22,552
+17,298
+329% +$1.07M 0.02% 298
2019
Q1 		$310K Sell
5,254
-70,294
-93% -$4.09M ﹤0.01% 540
2018
Q4 		$4.02M Buy
+75,548
New +$4.33M 0.07% 142

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Rockefeller Capital Management increased its iShares US Financials ETF (IYF) stake by 1.6% in Q2 2026, buying an estimated $63.6K and bringing the position to 31,600 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #1074.

Rockefeller Capital Management first reported a position in IYF in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.81M in Q4 2023. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Rockefeller Capital Management held 31,600 shares of iShares US Financials ETF worth $4.03M as of Q2 2026.
  • Rockefeller Capital Management bought 512 iShares US Financials ETF shares in Q2 2026, an estimated $63.6K.
  • iShares US Financials ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1074 holding.
  • Rockefeller Capital Management first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Rockefeller Capital Management's iShares US Financials ETF position peaked at $4.81M in Q4 2023.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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