B
INDY icon

Birchbrook’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Birchbrook’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 		– Sell
-9
Closed -$366 – 315
2026
Q1 		$366 Hold
9
– – ﹤0.01% 275
2025
Q4 		$427 Buy
9
+7
+350% +$365 ﹤0.01% 280
2025
Q3 		$102 Hold
2
– – ﹤0.01% 265
2025
Q2 		$109 Buy
+2
New +$105 ﹤0.01% 269

Other funds holding INDY

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Birchbrook's INDY Position: Q2 2026 in Review

Birchbrook sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2026, closing a stake of 9 shares — an estimated $366 sold.

Birchbrook first reported a position in INDY in Q2 2025 and held it in 4 quarters. The position peaked at $427 in Q4 2025. 28 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

  • Birchbrook reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 9 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $366.
  • Birchbrook first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2025 and held it in 4 quarters.
  • Birchbrook's iShares S&P India Nifty 50 Index Fund position peaked at $427 in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.