Rockefeller Capital Management
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Rockefeller Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Rockefeller Capital Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$922K Buy
10,624
+2,347
+28% +$192K ﹤0.01% 1754
2026
Q1 		$617K Buy
8,277
+2,811
+51% +$219K ﹤0.01% 1847
2025
Q4 		$407K Sell
5,466
-72
-1% -$5.23K ﹤0.01% 2011
2025
Q3 		$397K Buy
+5,538
New +$390K ﹤0.01% 1888
2025
Q1 		– Sell
-10,446
Closed -$706K – 1703
2024
Q4 		$706K Buy
+10,446
New +$739K ﹤0.01% 1368
2024
Q3 		– Sell
-11,252
Closed -$736K – 1650
2024
Q2 		$736K Buy
11,252
+1,033
+10% +$67.9K ﹤0.01% 1326
2024
Q1 		$719K Buy
+10,219
New +$692K ﹤0.01% 1368
2023
Q2 		– Sell
-4,632
Closed -$263K – 1923
2023
Q1 		$263K Sell
4,632
-2,152
-32% -$123K ﹤0.01% 1660
2022
Q4 		$362K Buy
6,784
+16
+0.2% +$864 ﹤0.01% 1396
2022
Q3 		$332K Sell
6,768
-1,580
-19% -$89.3K ﹤0.01% 1428
2022
Q2 		$444K Sell
8,348
-3,948
-32% -$230K ﹤0.01% 1310
2022
Q1 		$830K Sell
12,296
-484
-4% -$31.8K ﹤0.01% 1117
2021
Q4 		$883K Buy
12,780
+5,176
+68% +$346K ﹤0.01% 1092
2021
Q3 		$462K Buy
7,604
+1,460
+24% +$92.3K ﹤0.01% 1289
2021
Q2 		$399K Buy
6,144
+5,372
+696% +$359K ﹤0.01% 1280
2021
Q1 		$49K Buy
772
+456
+144% +$26.8K ﹤0.01% 1900
2020
Q4 		$17K Buy
316
+236
+295% +$12.6K ﹤0.01% 2066
2020
Q3 		$3K Sell
80
-980
-92% -$45.8K ﹤0.01% 2336
2020
Q2 		$43K Buy
1,060
+660
+165% +$25K ﹤0.01% 1445
2020
Q1 		$14K Buy
+400
New +$17.6K ﹤0.01% 1636

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Transportation ETF (IYT) stake by 28% in Q2 2026, buying an estimated $192K and bringing the position to 10,624 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Rockefeller Capital Management first reported a position in IYT in Q1 2020 and has held it in 20 quarters since. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Rockefeller Capital Management held 10,624 shares of iShares US Transportation ETF worth $922K as of Q2 2026.
  • Rockefeller Capital Management bought 2,347 iShares US Transportation ETF shares in Q2 2026, an estimated $192K.
  • iShares US Transportation ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1754 holding.
  • Rockefeller Capital Management first reported a position in iShares US Transportation ETF in Q1 2020 and has held it in 20 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

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