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iShares Morningstar Small Growth shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $152k 2.8k 54.43
2022-12-31 $78k 2.3k 33.33
2022-09-30 $78k 2.3k 33.33
2022-06-30 $74k 2.1k 34.96
2022-03-31 $85k 1.9k 43.75
2021-12-31 $95k 1.9k 49.48
2021-09-30 $94k 1.9k 48.96
2021-06-30 $99k 1.9k 51.56
2021-03-31 $85k 285 298.25

More positions owned by Rockefeller Capital Management

Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
salesforce (CRM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tidal Trust Iii Rockefeller Glob (RGEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Trust Iii Rockefeller Us S (RSMC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rockefeller Capital Management

Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
H D Vest Advisory Services
Rockport Wealth
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group

View all funds holding iShares Morningstar Small Growth