Rockefeller Capital Management
IYW icon

Rockefeller Capital Management’s iShares US Technology ETF IYW Stock Holding History

Rockefeller Capital Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.1M Buy
286,960
+6,115
+2% +$1.18M 0.09% 202
2025
Q4 		$56.1M Sell
280,845
-3,036
-1% -$607K 0.1% 192
2025
Q3 		$55.6M Buy
283,881
+1,325
+0.5% +$242K 0.11% 180
2025
Q2 		$49M Buy
282,556
+18,155
+7% +$2.75M 0.11% 184
2025
Q1 		$37.1M Buy
264,401
+144,505
+121% +$22.5M 0.09% 213
2024
Q4 		$19.1M Buy
119,896
+2,939
+3% +$465K 0.05% 354
2024
Q3 		$17.7M Sell
116,957
-3,711
-3% -$546K 0.05% 378
2024
Q2 		$18.2M Sell
120,668
-12,489
-9% -$1.73M 0.05% 346
2024
Q1 		$18M Buy
133,157
+19,537
+17% +$2.54M 0.05% 357
2023
Q4 		$13.9M Buy
113,620
+4,576
+4% +$518K 0.05% 371
2023
Q3 		$11.4M Buy
109,044
+1,316
+1% +$143K 0.04% 387
2023
Q2 		$11.7M Buy
107,728
+6,804
+7% +$668K 0.05% 394
2023
Q1 		$9.37M Buy
100,924
+16,648
+20% +$1.4M 0.04% 425
2022
Q4 		$6.28M Sell
84,276
-12,196
-13% -$933K 0.03% 481
2022
Q3 		$7.08M Buy
96,472
+14,737
+18% +$1.25M 0.04% 451
2022
Q2 		$6.53M Buy
81,735
+20,372
+33% +$1.8M 0.03% 446
2022
Q1 		$6.32M Buy
61,363
+19,035
+45% +$1.94M 0.03% 490
2021
Q4 		$4.86M Buy
42,328
+2,780
+7% +$309K 0.02% 548
2021
Q3 		$4M Buy
39,548
+340
+0.9% +$35.5K 0.02% 544
2021
Q2 		$3.9M Buy
39,208
+6,495
+20% +$606K 0.02% 519
2021
Q1 		$2.87M Buy
32,713
+1,692
+5% +$148K 0.02% 492
2020
Q4 		$2.64M Buy
31,021
+2,061
+7% +$165K 0.02% 451
2020
Q3 		$2.18M Buy
28,960
+3,920
+16% +$286K 0.02% 402
2020
Q2 		$1.69M Sell
25,040
-3,996
-14% -$241K 0.02% 432
2020
Q1 		$1.48M Sell
29,036
-3,544
-11% -$205K 0.02% 394
2019
Q4 		$1.9M Buy
32,580
+1,136
+4% +$61.8K 0.02% 353
2019
Q3 		$1.6M Sell
31,444
-52,232
-62% -$2.65M 0.02% 328
2019
Q2 		$4.14M Sell
83,676
-194,568
-70% -$9.51M 0.06% 177
2019
Q1 		$13.3M Buy
+278,244
New +$12.4M 0.19% 102

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Rockefeller Capital Management's IYW Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares US Technology ETF (IYW) stake by 2.2% in Q1 2026, buying an estimated $1.18M and bringing the position to 286,960 shares worth $52.1M. The position accounts for 0.09% of the portfolio, ranked #202.

Rockefeller Capital Management first reported a position in IYW in Q1 2019 and has held it in 29 quarters since. The position peaked at $56.1M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Rockefeller Capital Management held 286,960 shares of iShares US Technology ETF worth $52.1M as of Q1 2026.
  • Rockefeller Capital Management bought 6,115 iShares US Technology ETF shares in Q1 2026, an estimated $1.18M.
  • iShares US Technology ETF made up 0.09% of Rockefeller Capital Management's portfolio in Q1 2026, its #202 holding.
  • Rockefeller Capital Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's iShares US Technology ETF position peaked at $56.1M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.