Rockefeller Capital Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Buy	1,604 +3	+0.2%	+$257	﹤0.01%	2708
2025 Q4	$132K	Buy	1,601 +5	+0.3%	+$413	﹤0.01%	2576
2025 Q3	$133K	Buy	+1,596	New	+$130K	﹤0.01%	2432
2023 Q1	–	Sell	-1,100	Closed	-$64K	–	2905
2022 Q4	$64K	Buy	1,100 +5	+0.5%	+$292	﹤0.01%	2256
2022 Q3	$59K	Buy	1,095 +6	+0.6%	+$358	﹤0.01%	2258
2022 Q2	$61K	Sell	1,089 -437	-29%	-$27K	﹤0.01%	2194
2022 Q1	$102K	Buy	1,526 +9	+0.6%	+$599	﹤0.01%	1972
2021 Q4	$107K	Buy	1,517 +483	+47%	+$33.8K	﹤0.01%	1911
2021 Q3	$68K	Buy	1,034 +4	+0.4%	+$271	﹤0.01%	2004
2021 Q2	$69K	Buy	1,030 +550	+115%	+$36.2K	﹤0.01%	1941
2021 Q1	$30K	Hold	480	–	–	﹤0.01%	2105
2020 Q4	$28K	Hold	480	–	–	﹤0.01%	1877
2020 Q3	$24K	Buy	+480	New	+$23.7K	﹤0.01%	1730

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.19% in Q1 2026, buying an estimated $257 and bringing the position to 1,604 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Rockefeller Capital Management first reported a position in IMCB in Q3 2020 and has held it in 13 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Rockefeller Capital Management held 1,604 shares of iShares Morningstar Mid-Cap ETF worth $134K as of Q1 2026.
Rockefeller Capital Management bought 3 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $257.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2708 holding.
Rockefeller Capital Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2020 and has held it in 13 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

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