Rockefeller Capital Management
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Rockefeller Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Rockefeller Capital Management’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Buy
27,592
+1,875
+7% +$117K ﹤0.01% 1423
2026
Q1 		$1.59M Buy
25,717
+3,425
+15% +$221K ﹤0.01% 1408
2025
Q4 		$1.45M Sell
22,292
-5,097
-19% -$322K ﹤0.01% 1388
2025
Q3 		$1.61M Buy
27,389
+3,710
+16% +$211K ﹤0.01% 1240
2025
Q2 		$1.34M Sell
23,679
-639
-3% -$36K ﹤0.01% 1237
2025
Q1 		$1.48M Sell
24,318
-46,702
-66% -$2.85M ﹤0.01% 1141
2024
Q4 		$4.14M Buy
71,020
+9,368
+15% +$579K 0.01% 773
2024
Q3 		$4.01M Sell
61,652
-4,014
-6% -$256K 0.01% 772
2024
Q2 		$4.02M Buy
65,666
+2,339
+4% +$141K 0.01% 756
2024
Q1 		$3.92M Buy
+63,327
New +$3.81M 0.01% 767
2023
Q2 		– Sell
-22,805
Closed -$1.25M – 1921
2023
Q1 		$1.25M Sell
22,805
-2,015
-8% -$111K 0.01% 987
2022
Q4 		$1.41M Buy
24,820
+490
+2% +$27K 0.01% 881
2022
Q3 		$1.23M Buy
24,330
+7,205
+42% +$389K 0.01% 940
2022
Q2 		$920K Buy
17,125
+2,895
+20% +$159K ﹤0.01% 1025
2022
Q1 		$822K Buy
14,230
+600
+4% +$33.5K ﹤0.01% 1122
2021
Q4 		$818K Buy
13,630
+935
+7% +$53.4K ﹤0.01% 1123
2021
Q3 		$700K Sell
12,695
-520
-4% -$29.7K ﹤0.01% 1137
2021
Q2 		$720K Buy
13,215
+4,195
+47% +$222K ﹤0.01% 1049
2021
Q1 		$454K Buy
9,020
+330
+4% +$16.6K ﹤0.01% 1052
2020
Q4 		$427K Buy
8,690
+7,045
+428% +$332K ﹤0.01% 966
2020
Q3 		$74K Buy
1,645
+155
+10% +$7.02K ﹤0.01% 1377
2020
Q2 		$64K Buy
1,490
+755
+103% +$31.9K ﹤0.01% 1341
2020
Q1 		$28K Hold
735
– – ﹤0.01% 1407
2019
Q4 		$32K Sell
735
-565
-43% -$22.8K ﹤0.01% 1265
2019
Q3 		$49K Buy
+1,300
New +$50K ﹤0.01% 975

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Healthcare ETF (IYH) stake by 7.3% in Q2 2026, buying an estimated $117K and bringing the position to 27,592 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Rockefeller Capital Management first reported a position in IYH in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.14M in Q4 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Rockefeller Capital Management held 27,592 shares of iShares US Healthcare ETF worth $1.85M as of Q2 2026.
  • Rockefeller Capital Management bought 1,875 iShares US Healthcare ETF shares in Q2 2026, an estimated $117K.
  • iShares US Healthcare ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1423 holding.
  • Rockefeller Capital Management first reported a position in iShares US Healthcare ETF in Q3 2019 and has held it in 25 quarters since.
  • Rockefeller Capital Management's iShares US Healthcare ETF position peaked at $4.14M in Q4 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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