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 Q2	$74M	Buy	293,418 +6,458	+2%	+$1.48M	0.11%	169
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 New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares US Technology ETF (IYW) stake by 2.3% in Q2 2026, buying an estimated $1.48M and bringing the position to 293,418 shares worth $74M. The position accounts for 0.11% of the portfolio, ranked #169.

Rockefeller Capital Management first reported a position in IYW in Q1 2019 and has held it in 30 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Rockefeller Capital Management held 293,418 shares of iShares US Technology ETF worth $74M as of Q2 2026.
Rockefeller Capital Management bought 6,458 iShares US Technology ETF shares in Q2 2026, an estimated $1.48M.
iShares US Technology ETF made up 0.11% of Rockefeller Capital Management's portfolio in Q2 2026, its #169 holding.
Rockefeller Capital Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 30 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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