Rockefeller Capital Management
IYK icon

Rockefeller Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Rockefeller Capital Management’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$841K Buy
11,579
+99
+0.9% +$7.08K ﹤0.01% 1812
2026
Q1 		$804K Buy
11,480
+132
+1% +$9.49K ﹤0.01% 1724
2025
Q4 		$759K Buy
11,348
+182
+2% +$12.4K ﹤0.01% 1679
2025
Q3 		$764K Sell
11,166
-8
-0.1% -$558 ﹤0.01% 1557
2025
Q2 		$788K Sell
11,174
-2,946
-21% -$207K ﹤0.01% 1408
2025
Q1 		$1.01M Buy
14,120
+2,009
+17% +$136K ﹤0.01% 1257
2024
Q4 		$794K Buy
12,111
+963
+9% +$66.2K ﹤0.01% 1336
2024
Q3 		$787K Sell
11,148
-1,082
-9% -$74.6K ﹤0.01% 1309
2024
Q2 		$804K Sell
12,230
-8,368
-41% -$556K ﹤0.01% 1294
2024
Q1 		$1.39M Buy
+20,598
New +$1.34M ﹤0.01% 1144
2023
Q2 		– Sell
-9,489
Closed -$630K – 1922
2023
Q1 		$630K Buy
9,489
+1,080
+13% +$70.7K ﹤0.01% 1245
2022
Q4 		$568K Sell
8,409
-549
-6% -$36.1K ﹤0.01% 1230
2022
Q3 		$537K Buy
8,958
+114
+1% +$7.49K ﹤0.01% 1238
2022
Q2 		$574K Sell
8,844
-6
-0.1% -$403 ﹤0.01% 1205
2022
Q1 		$591K Sell
8,850
-39
-0.4% -$2.6K ﹤0.01% 1260
2021
Q4 		$593K Buy
8,889
+585
+7% +$36.6K ﹤0.01% 1255
2021
Q3 		$497K Sell
8,304
-210
-2% -$12.9K ﹤0.01% 1262
2021
Q2 		$521K Buy
8,514
+8,262
+3,279% +$497K ﹤0.01% 1182
2021
Q1 		$14K Buy
252
+114
+83% +$6.67K ﹤0.01% 2445
2020
Q4 		$8K Buy
+138
New +$7.32K ﹤0.01% 2303

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Consumer Staples ETF (IYK) stake by 0.86% in Q2 2026, buying an estimated $7.08K and bringing the position to 11,579 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Rockefeller Capital Management first reported a position in IYK in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.39M in Q1 2024. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Rockefeller Capital Management held 11,579 shares of iShares US Consumer Staples ETF worth $841K as of Q2 2026.
  • Rockefeller Capital Management bought 99 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $7.08K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1812 holding.
  • Rockefeller Capital Management first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 20 quarters since.
  • Rockefeller Capital Management's iShares US Consumer Staples ETF position peaked at $1.39M in Q1 2024.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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