Rockefeller Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

Rockefeller Capital Management’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Buy	10,059 +2	+0%	+$353	﹤0.01%	1426
2026 Q1	$1.59M	Buy	10,057 +320	+3%	+$52.9K	﹤0.01%	1406
2025 Q4	$1.61M	Buy	9,737 +7,325	+304%	+$1.21M	﹤0.01%	1344
2025 Q3	$392K	Buy	+2,412	New	+$377K	﹤0.01%	1895
2023 Q1	–	Sell	-450	Closed	-$42K	–	2953
2022 Q4	$42K	Buy	450 +150	+50%	+$14.1K	﹤0.01%	2468
2022 Q3	$26K	Hold	300	–	–	﹤0.01%	2654
2022 Q2	$27K	Sell	300 -426	-59%	-$42.8K	﹤0.01%	2575
2022 Q1	$80K	Hold	726	–	–	﹤0.01%	2085
2021 Q4	$85K	Hold	726	–	–	﹤0.01%	2006
2021 Q3	$78K	Hold	726	–	–	﹤0.01%	1969
2021 Q2	$78K	Hold	726	–	–	﹤0.01%	1899
2021 Q1	$72K	Hold	726	–	–	﹤0.01%	1750
2020 Q4	$68K	Hold	726	–	–	﹤0.01%	1571
2020 Q3	$60K	Hold	726	–	–	﹤0.01%	1448
2020 Q2	$56K	Hold	726	–	–	﹤0.01%	1383
2020 Q1	$46K	Buy	726 +300	+70%	+$22.6K	﹤0.01%	1265
2019 Q4	$34K	Hold	426	–	–	﹤0.01%	1246
2019 Q3	$31K	Buy	+426	New	+$31.3K	﹤0.01%	1104

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Dow Jones US ETF (IYY) stake by 0.02% in Q2 2026, buying an estimated $353 and bringing the position to 10,059 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Rockefeller Capital Management first reported a position in IYY in Q3 2019 and has held it in 18 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Rockefeller Capital Management held 10,059 shares of iShares Dow Jones US ETF worth $1.83M as of Q2 2026.
Rockefeller Capital Management bought 2 iShares Dow Jones US ETF shares in Q2 2026, an estimated $353.
iShares Dow Jones US ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1426 holding.
Rockefeller Capital Management first reported a position in iShares Dow Jones US ETF in Q3 2019 and has held it in 18 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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