Carret Asset Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $599K | Buy |
14,176
+1,392
| +11% | +$64.6K | 0.06% | 191 |
|
|
2025
Q4 | $630K | Buy |
12,784
+260
| +2% | +$13.6K | 0.06% | 189 |
|
|
2025
Q3 | $637K | Buy |
12,524
+1,706
| +16% | +$89.2K | 0.06% | 185 |
|
|
2025
Q2 | $588K | Buy |
10,818
+3,747
| +53% | +$197K | 0.06% | 186 |
|
|
2025
Q1 | $359K | Buy |
7,071
+1,288
| +22% | +$63.7K | 0.04% | 217 |
|
|
2024
Q4 | $294K | Buy |
5,783
+2,010
| +53% | +$107K | 0.03% | 232 |
|
|
2024
Q3 | $212K | Buy |
+3,773
| New | +$206K | 0.02% | 267 |
|
|
2020
Q1 | – | Sell |
-36,180
| Closed | -$1.4M | – | 250 |
|
|
2019
Q4 | $1.4M | Buy |
36,180
+260
| +0.7% | +$9.76K | 0.2% | 112 |
|
|
2019
Q3 | $1.32M | Buy |
35,920
+745
| +2% | +$26.8K | 0.21% | 110 |
|
|
2019
Q2 | $1.35M | Buy |
35,175
+940
| +3% | +$35.8K | 0.21% | 108 |
|
|
2019
Q1 | $1.3M | Buy |
34,235
+1,760
| +5% | +$62.3K | 0.21% | 106 |
|
|
2018
Q4 | $1.15M | Buy |
32,475
+1,715
| +6% | +$57.2K | 0.21% | 102 |
|
|
2018
Q3 | $1.05M | Buy |
30,760
+95
| +0.3% | +$3.45K | 0.16% | 128 |
|
|
2018
Q2 | $1.08M | Buy |
30,665
+875
| +3% | +$31.1K | 0.18% | 118 |
|
|
2018
Q1 | $1.05M | Buy |
29,790
+900
| +3% | +$33.1K | 0.17% | 117 |
|
|
2017
Q4 | $1.07M | Buy |
28,890
+1,115
| +4% | +$39.9K | 0.17% | 117 |
|
|
2017
Q3 | $947K | Buy |
27,775
+1,351
| +5% | +$47.4K | 0.15% | 122 |
|
|
2017
Q2 | $888K | Buy |
26,424
+2,575
| +11% | +$86K | 0.15% | 127 |
|
|
2017
Q1 | $771K | Sell |
23,849
-375
| -2% | -$11.3K | 0.14% | 129 |
|
|
2016
Q4 | $662K | Hold |
24,224
| – | – | 0.13% | 131 |
|
|
2016
Q3 | $722K | Sell |
24,224
-100
| -0.4% | -$2.97K | 0.14% | 127 |
|
|
2016
Q2 | $688K | Sell |
24,324
-1,525
| -6% | -$41.6K | 0.13% | 128 |
|
|
2016
Q1 | $695K | Buy |
25,849
+125
| +0.5% | +$3.16K | 0.15% | 125 |
|
|
2015
Q4 | $699K | Sell |
25,724
-375
| -1% | -$10.4K | 0.15% | 130 |
|
|
2015
Q3 | $728K | Sell |
26,099
-150
| -0.6% | -$4.34K | 0.16% | 130 |
|
|
2015
Q2 | $784K | Sell |
26,249
-100
| -0.4% | -$3.02K | 0.16% | 131 |
|
|
2015
Q1 | $826K | Hold |
26,349
| – | – | 0.16% | 132 |
|
|
2014
Q4 | $788K | Sell |
26,349
-1,296
| -5% | -$39.5K | 0.15% | 137 |
|
|
2014
Q3 | $820K | Sell |
27,645
-600
| -2% | -$17.9K | 0.16% | 132 |
|
|
2014
Q2 | $818K | Buy |
28,245
+460
| +2% | +$12.6K | 0.16% | 135 |
|
|
2014
Q1 | $715K | Buy |
27,785
+800
| +3% | +$18.6K | 0.14% | 136 |
|
|
2013
Q4 | $634K | Sell |
26,985
-2,650
| -9% | -$60.4K | 0.13% | 144 |
|
|
2013
Q3 | $623K | Sell |
29,635
-4,125
| -12% | -$88K | 0.14% | 143 |
|
|
2013
Q2 | $753K | Buy |
+33,760
| New | +$812K | 0.16% | 144 |
|
Other funds holding INDY
OMC
QC
NAMI
Carret Asset Management's INDY Position: Q1 2026 in Review
Carret Asset Management increased its iShares S&P India Nifty 50 Index Fund (INDY) stake by 11% in Q1 2026, buying an estimated $64.6K and bringing the position to 14,176 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #191.
Carret Asset Management first reported a position in INDY in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.4M in Q4 2019. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.
- Carret Asset Management held 14,176 shares of iShares S&P India Nifty 50 Index Fund worth $599K as of Q1 2026.
- Carret Asset Management bought 1,392 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $64.6K.
- iShares S&P India Nifty 50 Index Fund made up 0.06% of Carret Asset Management's portfolio in Q1 2026, its #191 holding.
- Carret Asset Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2013 and has held it in 34 quarters since.
- Carret Asset Management's iShares S&P India Nifty 50 Index Fund position peaked at $1.4M in Q4 2019.
- 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.
Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.