Rockefeller Capital Management
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Rockefeller Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Rockefeller Capital Management’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.46M Buy
24,833
+13,239
+114% +$2.42M 0.01% 1018
2026
Q1 		$2.04M Sell
11,594
-12
-0.1% -$2.1K ﹤0.01% 1292
2025
Q4 		$1.79M Buy
11,606
+835
+8% +$124K ﹤0.01% 1305
2025
Q3 		$1.6M Sell
10,771
-36
-0.3% -$5.26K ﹤0.01% 1243
2025
Q2 		$1.51M Sell
10,807
-495
-4% -$65.7K ﹤0.01% 1198
2025
Q1 		$1.52M Sell
11,302
-6
-0.1% -$817 ﹤0.01% 1129
2024
Q4 		$1.47M Sell
11,308
-231
-2% -$33.4K ﹤0.01% 1126
2024
Q3 		$1.73M Sell
11,539
-248
-2% -$35.4K ﹤0.01% 1048
2024
Q2 		$1.65M Buy
11,787
+216
+2% +$31.1K ﹤0.01% 1054
2024
Q1 		$1.71M Buy
11,571
+168
+1% +$23.1K 0.01% 1077
2023
Q4 		$1.58M Buy
11,403
+430
+4% +$55.2K 0.01% 997
2023
Q3 		$1.39M Buy
10,973
+202
+2% +$26.7K 0.01% 975
2023
Q2 		$1.43M Buy
10,771
+932
+9% +$120K 0.01% 960
2023
Q1 		$1.3M Buy
9,839
+1,021
+12% +$136K 0.01% 968
2022
Q4 		$1.1M Buy
8,818
+391
+5% +$48.1K 0.01% 970
2022
Q3 		$911K Buy
8,427
+1,569
+23% +$188K ﹤0.01% 1046
2022
Q2 		$807K Buy
6,858
+6,196
+936% +$857K ﹤0.01% 1061
2022
Q1 		$99K Buy
662
+232
+54% +$32K ﹤0.01% 1984
2021
Q4 		$60K Buy
430
+276
+179% +$37.2K ﹤0.01% 2126
2021
Q3 		$19K Hold
154
– – ﹤0.01% 2610
2021
Q2 		$20K Hold
154
– – ﹤0.01% 2487
2021
Q1 		$19K Buy
+154
New +$18.4K ﹤0.01% 2304
2020
Q1 		– Sell
-560
Closed -$55K – 2419
2019
Q4 		$55K Buy
560
+4
+0.7% +$376 ﹤0.01% 1127
2019
Q3 		$51K Sell
556
-305
-35% -$28.1K ﹤0.01% 963
2019
Q2 		$82K Buy
861
+201
+30% +$18.5K ﹤0.01% 728
2019
Q1 		$60K Buy
+660
New +$59.2K ﹤0.01% 872

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Basic Materials ETF (IYM) stake by 114% in Q2 2026, buying an estimated $2.42M and bringing the position to 24,833 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #1018.

Rockefeller Capital Management first reported a position in IYM in Q1 2019 and has held it in 26 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Rockefeller Capital Management held 24,833 shares of iShares US Basic Materials ETF worth $4.46M as of Q2 2026.
  • Rockefeller Capital Management bought 13,239 iShares US Basic Materials ETF shares in Q2 2026, an estimated $2.42M.
  • iShares US Basic Materials ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1018 holding.
  • Rockefeller Capital Management first reported a position in iShares US Basic Materials ETF in Q1 2019 and has held it in 26 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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