Rockefeller Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Sell	37,581 -1,131	-3%	-$48K	﹤0.01%	1485
2026 Q1	$1.52M	Buy	38,712 +14,938	+63%	+$559K	﹤0.01%	1420
2025 Q4	$806K	Sell	23,774 -441	-2%	-$14.5K	﹤0.01%	1649
2025 Q3	$781K	Buy	24,215 +2	+0%	+$62	﹤0.01%	1543
2025 Q2	$721K	Sell	24,213 -4,123	-15%	-$113K	﹤0.01%	1434
2025 Q1	$776K	Buy	28,336 +3,785	+15%	+$105K	﹤0.01%	1347
2024 Q4	$659K	Buy	24,551 +6,523	+36%	+$174K	﹤0.01%	1391
2024 Q3	$455K	Sell	18,028 -2,093	-10%	-$48.2K	﹤0.01%	1453
2024 Q2	$437K	Sell	20,121 -4,981	-20%	-$106K	﹤0.01%	1478
2024 Q1	$552K	Sell	25,102 -3,590	-13%	-$80.6K	﹤0.01%	1447
2023 Q4	$653K	Sell	28,692 -8,935	-24%	-$192K	﹤0.01%	1279
2023 Q3	$801K	Buy	37,627 +1,324	+4%	+$29.3K	﹤0.01%	1162
2023 Q2	$802K	Sell	36,303 -2,648	-7%	-$57.9K	﹤0.01%	1171
2023 Q1	$901K	Sell	38,951 -1,479	-4%	-$34.5K	﹤0.01%	1119
2022 Q4	$906K	Sell	40,430 -7,730	-16%	-$173K	﹤0.01%	1041
2022 Q3	$1M	Sell	48,160 -2,768	-5%	-$69K	0.01%	1010
2022 Q2	$1.28M	Buy	50,928 +2,122	+4%	+$57.4K	0.01%	919
2022 Q1	$1.46M	Sell	48,806 -4,257	-8%	-$130K	0.01%	920
2021 Q4	$1.75M	Buy	53,063 +3,817	+8%	+$123K	0.01%	853
2021 Q3	$1.6M	Buy	49,246 +987	+2%	+$33.3K	0.01%	827
2021 Q2	$1.6M	Buy	48,259 +10,007	+26%	+$332K	0.01%	774
2021 Q1	$1.24M	Sell	38,252 -761	-2%	-$24K	0.01%	719
2020 Q4	$1.18M	Sell	39,013 -2,702	-6%	-$78.1K	0.01%	651
2020 Q3	$1.13M	Buy	41,715 +1,507	+4%	+$42.7K	0.01%	566
2020 Q2	$1.11M	Sell	40,208 -897	-2%	-$24.4K	0.01%	525
2020 Q1	$1.02M	Buy	41,105 +40,650	+8,934%	+$1.16M	0.01%	478
2019 Q4	$14K	Buy	455 +50	+12%	+$1.47K	﹤0.01%	1505
2019 Q3	$12K	Buy	405 +162	+67%	+$4.75K	﹤0.01%	1371
2019 Q2	$7K	Sell	243 -767	-76%	-$22.8K	﹤0.01%	1351
2019 Q1	$30K	Buy	+1,010	New	+$28.9K	﹤0.01%	1086

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares US Telecommunications ETF (IYZ) stake by 2.9% in Q2 2026, selling an estimated $48K and leaving 37,581 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Rockefeller Capital Management first reported a position in IYZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.75M in Q4 2021. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Rockefeller Capital Management held 37,581 shares of iShares US Telecommunications ETF worth $1.59M as of Q2 2026.
Rockefeller Capital Management sold 1,131 iShares US Telecommunications ETF shares in Q2 2026, an estimated $48K.
iShares US Telecommunications ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1485 holding.
Rockefeller Capital Management first reported a position in iShares US Telecommunications ETF in Q1 2019 and has held it in 30 quarters since.
Rockefeller Capital Management's iShares US Telecommunications ETF position peaked at $1.75M in Q4 2021.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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