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

Rockefeller Capital Management’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153K Buy
2,794
+1
+0% +$58 ﹤0.01% 2637
2025
Q4 		$155K Sell
2,793
-7
-0.3% -$387 ﹤0.01% 2501
2025
Q3 		$152K Buy
+2,800
New +$146K ﹤0.01% 2363
2023
Q1 		– Sell
-2,335
Closed -$83K – 2935
2022
Q4 		$83K Buy
2,335
+1
+0% +$37 ﹤0.01% 2121
2022
Q3 		$80K Buy
2,334
+217
+10% +$8.31K ﹤0.01% 2112
2022
Q2 		$74K Buy
2,117
+174
+9% +$6.73K ﹤0.01% 2098
2022
Q1 		$85K Buy
1,943
+23
+1% +$1.01K ﹤0.01% 2058
2021
Q4 		$95K Hold
1,920
– – ﹤0.01% 1962
2021
Q3 		$94K Hold
1,920
– – ﹤0.01% 1887
2021
Q2 		$99K Buy
1,920
+210
+12% +$10.6K ﹤0.01% 1803
2021
Q1 		$85K Buy
+1,710
New +$91.2K ﹤0.01% 1677

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