Carson Wealth (CWM LLC)
INDY icon

Carson Wealth (CWM LLC)’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.28K Hold
125
– – ﹤0.01% 5005
2025
Q4 		$6K Hold
125
– – ﹤0.01% 4751
2025
Q3 		$6K Hold
125
– – ﹤0.01% 4677
2025
Q2 		$7K Hold
125
– – ﹤0.01% 4452
2025
Q1 		$6K Hold
125
– – ﹤0.01% 4371
2024
Q4 		$6K Hold
125
– – ﹤0.01% 4118
2024
Q3 		$7K Hold
125
– – ﹤0.01% 3946
2024
Q2 		$7K Hold
125
– – ﹤0.01% 3715
2024
Q1 		$6K Hold
125
– – ﹤0.01% 3581
2023
Q4 		$6K Sell
125
-58
-32% -$2.68K ﹤0.01% 3436
2023
Q3 		$8K Sell
183
-300
-62% -$13.7K ﹤0.01% 3249
2023
Q2 		$22K Buy
483
+240
+99% +$10.3K ﹤0.01% 2577
2023
Q1 		$10K Buy
243
+60
+33% +$2.5K ﹤0.01% 2948
2022
Q4 		$8K Hold
183
– – ﹤0.01% 2936
2022
Q3 		$8K Buy
183
+58
+46% +$2.53K ﹤0.01% 2822
2022
Q2 		$5K Hold
125
– – ﹤0.01% 2984
2022
Q1 		$6K Hold
125
– – ﹤0.01% 2754
2021
Q4 		$6K Buy
+125
New +$6.34K ﹤0.01% 2641
2021
Q2 		$6K Hold
125
– – ﹤0.01% 2298
2021
Q1 		$6K Hold
125
– – ﹤0.01% 2298
2020
Q4 		$6K Hold
125
– – ﹤0.01% 2297
2020
Q3 		$6K Hold
125
– – ﹤0.01% 2297
2020
Q2 		$6K Hold
125
– – ﹤0.01% 2297
2020
Q1 		$6K Hold
125
– – ﹤0.01% 2297
2019
Q4 		$6K Hold
125
– – ﹤0.01% 2297
2019
Q3 		$6K Hold
125
– – ﹤0.01% 2297
2019
Q2 		$6K Hold
125
– – ﹤0.01% 2297
2019
Q1 		$6K Buy
+125
New +$4.42K ﹤0.01% 2297

Other funds holding INDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Carson Wealth (CWM LLC)'s INDY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 125 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #5005.

Carson Wealth (CWM LLC) first reported a position in INDY in Q1 2019 and has held it in 28 quarters since. The position peaked at $22K in Q2 2023. 89 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 125 shares of iShares S&P India Nifty 50 Index Fund worth $5.28K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q1 2026.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5005 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares S&P India Nifty 50 Index Fund position peaked at $22K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.