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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Rockefeller Capital Management increased its iShares Dow Jones US ETF (IYY) stake by 3.3% in Q1 2026, buying an estimated $52.9K and bringing the position to 10,057 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Rockefeller Capital Management first reported a position in IYY in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.61M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Rockefeller Capital Management held 10,057 shares of iShares Dow Jones US ETF worth $1.59M as of Q1 2026.
Rockefeller Capital Management bought 320 iShares Dow Jones US ETF shares in Q1 2026, an estimated $52.9K.
iShares Dow Jones US ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1406 holding.
Rockefeller Capital Management first reported a position in iShares Dow Jones US ETF in Q3 2019 and has held it in 17 quarters since.
Rockefeller Capital Management's iShares Dow Jones US ETF position peaked at $1.61M in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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