Rockefeller Capital Management
IYG icon

Rockefeller Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Rockefeller Capital Management’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$536K Buy
5,927
+576
+11% +$50.5K ﹤0.01% 2048
2026
Q1 		$443K Sell
5,351
-3,207
-37% -$281K ﹤0.01% 2042
2025
Q4 		$790K Buy
8,558
+1,630
+24% +$145K ﹤0.01% 1658
2025
Q3 		$621K Buy
+6,928
New +$609K ﹤0.01% 1668
2024
Q3 		– Sell
-14,513
Closed -$946K – 1649
2024
Q2 		$946K Sell
14,513
-98,908
-87% -$6.42M ﹤0.01% 1224
2024
Q1 		$7.52M Buy
+113,421
New +$7.04M 0.02% 581
2023
Q2 		– Sell
-9,204
Closed -$463K – 1920
2023
Q1 		$463K Sell
9,204
-9,480
-51% -$517K ﹤0.01% 1382
2022
Q4 		$981K Sell
18,684
-3,273
-15% -$172K ﹤0.01% 1017
2022
Q3 		$1.03M Sell
21,957
-2,235
-9% -$117K 0.01% 998
2022
Q2 		$1.2M Sell
24,192
-5,799
-19% -$314K 0.01% 942
2022
Q1 		$1.8M Sell
29,991
-381
-1% -$24K 0.01% 836
2021
Q4 		$1.95M Buy
30,372
+9,636
+46% +$628K 0.01% 796
2021
Q3 		$1.3M Buy
20,736
+1,263
+6% +$79.3K 0.01% 906
2021
Q2 		$1.2M Buy
19,473
+11,340
+139% +$693K 0.01% 865
2021
Q1 		$464K Buy
8,133
+7,623
+1,495% +$412K ﹤0.01% 1045
2020
Q4 		$25K Sell
510
-246
-33% -$11.1K ﹤0.01% 1917
2020
Q3 		$30K Sell
756
-144
-16% -$5.94K ﹤0.01% 1657
2020
Q2 		$36K Buy
900
+390
+76% +$15K ﹤0.01% 1496
2020
Q1 		$17K Hold
510
– – ﹤0.01% 1565
2019
Q4 		$26K Buy
+510
New +$24.5K ﹤0.01% 1315
2018
Q3 		– Sell
-1,395
Closed -$60K – 775
2018
Q2 		$60K Buy
+1,395
New +$61.8K ﹤0.01% 431

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Financial Services ETF (IYG) stake by 11% in Q2 2026, buying an estimated $50.5K and bringing the position to 5,927 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Rockefeller Capital Management first reported a position in IYG in Q2 2018 and has held it in 21 quarters since. The position peaked at $7.52M in Q1 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Rockefeller Capital Management held 5,927 shares of iShares US Financial Services ETF worth $536K as of Q2 2026.
  • Rockefeller Capital Management bought 576 iShares US Financial Services ETF shares in Q2 2026, an estimated $50.5K.
  • iShares US Financial Services ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2048 holding.
  • Rockefeller Capital Management first reported a position in iShares US Financial Services ETF in Q2 2018 and has held it in 21 quarters since.
  • Rockefeller Capital Management's iShares US Financial Services ETF position peaked at $7.52M in Q1 2024.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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