AWM
INDY icon

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

Apollon Wealth 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
2025
Q2 		– Sell
-6,341
Closed -$322K – 1299
2025
Q1 		$322K Sell
6,341
-5,108
-45% -$253K 0.01% 932
2024
Q4 		$582K Buy
11,449
+4,655
+69% +$247K 0.01% 692
2024
Q3 		$382K Buy
6,794
+1,021
+18% +$55.8K 0.01% 821
2024
Q2 		$310K Sell
5,773
-1,318
-19% -$67.4K 0.01% 853
2024
Q1 		$358K Buy
+7,091
New +$354K 0.01% 809
2023
Q2 		– Sell
-14,746
Closed -$606K – 970
2023
Q1 		$606K Buy
14,746
+4,994
+51% +$208K 0.04% 471
2022
Q4 		$413K Buy
+9,752
New +$428K 0.03% 572

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Apollon Wealth Management's INDY Position: Q2 2025 in Review

Apollon Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2025, closing a stake of 6,341 shares — an estimated $322K sold.

Apollon Wealth Management first reported a position in INDY in Q4 2022 and held it in 7 quarters. The position peaked at $606K in Q1 2023. 102 funds tracked by Wall St. Rank hold INDY as of Q2 2025.

  • Apollon Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 6,341 iShares S&P India Nifty 50 Index Fund shares in Q2 2025, an estimated $322K.
  • Apollon Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2022 and held it in 7 quarters.
  • Apollon Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $606K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.