Rockefeller Capital Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$365K	Sell	8,403 -343	-4%	-$14.8K	﹤0.01%	2254
2026 Q1	$369K	Buy	8,746 +1,286	+17%	+$59.7K	﹤0.01%	2146
2025 Q4	$368K	Buy	7,460 +79	+1%	+$4.12K	﹤0.01%	2062
2025 Q3	$376K	Buy	+7,381	New	+$386K	﹤0.01%	1911
2023 Q3	–	Sell	-7,309	Closed	-$329K	–	1658
2023 Q2	$329K	Buy	7,309 +1,803	+33%	+$77.3K	﹤0.01%	1489
2023 Q1	$226K	Buy	5,506 +4,141	+303%	+$173K	﹤0.01%	1748
2022 Q4	$57K	Sell	1,365 -310	-19%	-$13.6K	﹤0.01%	2327
2022 Q3	$70K	Sell	1,675 -2,850	-63%	-$124K	﹤0.01%	2183
2022 Q2	$185K	Hold	4,525	–	–	﹤0.01%	1669
2022 Q1	$208K	Hold	4,525	–	–	﹤0.01%	1673
2021 Q4	$214K	Buy	4,525 +3,470	+329%	+$176K	﹤0.01%	1620
2021 Q3	$54K	Hold	1,055	–	–	﹤0.01%	2099
2021 Q2	$49K	Hold	1,055	–	–	﹤0.01%	2086
2021 Q1	$47K	Buy	1,055 +561	+114%	+$25.1K	﹤0.01%	1914
2020 Q4	$20K	Hold	494	–	–	﹤0.01%	2011
2020 Q3	$17K	Sell	494 -6,542	-93%	-$223K	﹤0.01%	1847
2020 Q2	$217K	Buy	+7,036	New	+$198K	﹤0.01%	926

Other funds holding INDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Rockefeller Capital Management reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 3.9% in Q2 2026, selling an estimated $14.8K and leaving 8,403 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Rockefeller Capital Management first reported a position in INDY in Q2 2020 and has held it in 17 quarters since. The position peaked at $376K in Q3 2025. 86 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Rockefeller Capital Management held 8,403 shares of iShares S&P India Nifty 50 Index Fund worth $365K as of Q2 2026.
Rockefeller Capital Management sold 343 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $14.8K.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2254 holding.
Rockefeller Capital Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2020 and has held it in 17 quarters since.
Rockefeller Capital Management's iShares S&P India Nifty 50 Index Fund position peaked at $376K in Q3 2025.
86 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

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