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iShares Morningstar Small Value shares owned by Rockefeller Capital Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value 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 Value by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $62k 923 66.67
2022-12-31 $10k 200 50.00
2022-09-30 $9.0k 200 45.00

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 Value

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LPL Financial
Royal Bank of Canada
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Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value