Rockefeller Capital Management
ISCB icon

Rockefeller Capital Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Rockefeller Capital Management’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22M Hold
29,413
– – ﹤0.01% 1334
2026
Q1 		$1.91M Buy
29,413
+409
+1% +$27.6K ﹤0.01% 1321
2025
Q4 		$1.89M Buy
29,004
+14
+0% +$901 ﹤0.01% 1269
2025
Q3 		$1.84M Hold
28,990
– – ﹤0.01% 1189
2025
Q2 		$1.69M Sell
28,990
-177
-0.6% -$9.67K ﹤0.01% 1167
2025
Q1 		$1.58M Hold
29,167
– – ﹤0.01% 1112
2024
Q4 		$1.71M Sell
29,167
-99
-0.3% -$5.99K ﹤0.01% 1068
2024
Q3 		$1.72M Sell
29,266
-104
-0.4% -$5.86K ﹤0.01% 1051
2024
Q2 		$1.58M Buy
29,370
+705
+2% +$38K ﹤0.01% 1067
2024
Q1 		$1.61M Sell
28,665
-735
-3% -$39.1K ﹤0.01% 1098
2023
Q4 		$1.58M Buy
+29,400
New +$1.41M 0.01% 996
2023
Q1 		– Sell
-60
Closed -$2K – 2934
2022
Q4 		$2K Hold
60
– – ﹤0.01% 3580
2022
Q3 		$2K Hold
60
– – ﹤0.01% 3598
2022
Q2 		$2K Buy
60
+40
+200% +$1.94K ﹤0.01% 3796
2022
Q1 		$1K Buy
+20
New +$1.06K ﹤0.01% 3743

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Rockefeller Capital Management held its iShares Morningstar Small-Cap ETF (ISCB) position steady in Q2 2026 at 29,413 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Rockefeller Capital Management first reported a position in ISCB in Q1 2022 and has held it in 15 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Rockefeller Capital Management held 29,413 shares of iShares Morningstar Small-Cap ETF worth $2.22M as of Q2 2026.
  • Rockefeller Capital Management left its iShares Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1334 holding.
  • Rockefeller Capital Management first reported a position in iShares Morningstar Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

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