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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.6K	Buy	901 +34	+4%	+$3.07K	﹤0.01%	3056
2026 Q1	$68.3K	Hold	867	–	–	﹤0.01%	3095
2025 Q4	$69.2K	Sell	867 -1,574	-64%	-$128K	﹤0.01%	2911
2025 Q3	$202K	Buy	+2,441	New	+$199K	﹤0.01%	2231
2023 Q1	–	Sell	-185	Closed	-$9K	–	2906
2022 Q4	$9K	Buy	185 +125	+208%	+$6.73K	﹤0.01%	3121
2022 Q3	$3K	Sell	60 -468	-89%	-$26.1K	﹤0.01%	3491
2022 Q2	$27K	Buy	528 +468	+780%	+$26.6K	﹤0.01%	2573
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	3509
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	3354
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	3241
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	3090
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	3025
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	2561
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	2335
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	2230
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	2180
2019 Q4	$3K	Buy	+60	New	+$2.52K	﹤0.01%	1869

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.9% in Q2 2026, buying an estimated $3.07K and bringing the position to 901 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Rockefeller Capital Management first reported a position in IMCG in Q4 2019 and has held it in 17 quarters since. The position peaked at $202K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Rockefeller Capital Management held 901 shares of iShares Morningstar Mid-Cap Growth ETF worth $88.6K as of Q2 2026.
Rockefeller Capital Management bought 34 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.07K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3056 holding.
Rockefeller Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 17 quarters since.
Rockefeller Capital Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $202K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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