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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$488K	Hold	8,982	–	–	0.01%	616
2025 Q1	$456K	Hold	8,982	–	–	0.01%	602
2024 Q4	$457K	Hold	8,982	–	–	0.01%	604
2024 Q3	$506K	Hold	8,982	–	–	0.01%	566
2024 Q2	$482K	Hold	8,982	–	–	0.01%	541
2024 Q1	$448K	Hold	8,982	–	–	0.02%	326
2023 Q4	$442K	Sell	8,982 -8,982	-50%	-$442K	0.02%	325
2023 Q3	$812K	Buy	17,964 +8,982	+100%	+$406K	0.02%	334
2023 Q2	$405K	Hold	8,982	–	–	0.02%	321
2023 Q1	$369K	Hold	8,982	–	–	0.03%	309
2022 Q4	$380K	Hold	8,982	–	–	0.03%	289
2022 Q3	$379K	Hold	8,982	–	–	0.03%	273
2022 Q2	$369K	Hold	8,982	–	–	0.03%	286
2022 Q1	$415K	Hold	8,982	–	–	0.03%	288
2021 Q4	$425K	Hold	8,982	–	–	0.03%	275
2021 Q3	$463K	Hold	8,982	–	–	0.03%	249
2021 Q2	$420K	Hold	8,982	–	–	0.03%	250
2021 Q1	$403K	Hold	8,982	–	–	0.03%	244
2020 Q4	$381K	Hold	8,982	–	–	0.03%	235
2020 Q3	$313K	Sell	8,982 -3,520	-28%	-$123K	0.03%	228
2020 Q2	$386K	Hold	12,502	–	–	0.04%	199
2020 Q1	$321K	Hold	12,502	–	–	0.05%	190
2019 Q4	$483K	Sell	12,502 -1,390	-10%	-$53.7K	0.06%	180
2019 Q3	$510K	Hold	13,892	–	–	0.07%	165
2019 Q2	$533K	Hold	13,892	–	–	0.07%	165
2019 Q1	$527K	Hold	13,892	–	–	0.07%	162
2018 Q4	$491K	Hold	13,892	–	–	0.08%	164
2018 Q3	$475K	Hold	13,892	–	–	0.07%	160
2018 Q2	$489K	Buy	+13,892	New	+$489K	0.07%	144