Rockefeller Capital Management
SMMV icon

Rockefeller Capital Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Rockefeller Capital Management’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4K Hold
353
– – ﹤0.01% 3817
2025
Q4 		$15.3K Buy
353
+8
+2% +$343 ﹤0.01% 3629
2025
Q3 		$14.9K Buy
+345
New +$14.6K ﹤0.01% 3490
2023
Q1 		– Sell
-5,055
Closed -$174K – 3622
2022
Q4 		$174K Sell
5,055
-4,093
-45% -$141K ﹤0.01% 1727
2022
Q3 		$291K Sell
9,148
-9,689
-51% -$338K ﹤0.01% 1481
2022
Q2 		$641K Sell
18,837
-1,981
-10% -$69.6K ﹤0.01% 1167
2022
Q1 		$774K Buy
20,818
+20,748
+29,640% +$761K ﹤0.01% 1154
2021
Q4 		$2K Hold
70
– – ﹤0.01% 3569
2021
Q3 		$2K Hold
70
– – ﹤0.01% 3480
2021
Q2 		$2K Buy
+70
New +$2.65K ﹤0.01% 3271

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