Creative Planning’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 | $1.05M | Sell |
24,889
-115
| -0.5% | -$5.34K | ﹤0.01% | 2416 |
|
|
2025
Q4 | $1.23M | Hold |
25,004
| – | – | ﹤0.01% | 2116 |
|
|
2025
Q3 | $1.27M | Buy |
25,004
+116
| +0.5% | +$6.07K | ﹤0.01% | 1898 |
|
|
2025
Q2 | $1.35M | Buy |
24,888
+260
| +1% | +$13.7K | ﹤0.01% | 1616 |
|
|
2025
Q1 | $1.25M | Buy |
24,628
+36
| +0.1% | +$1.78K | ﹤0.01% | 1535 |
|
|
2024
Q4 | $1.25M | Sell |
24,592
-140
| -0.6% | -$7.44K | ﹤0.01% | 1477 |
|
|
2024
Q3 | $1.39M | Buy |
24,732
+1,929
| +8% | +$105K | ﹤0.01% | 1284 |
|
|
2024
Q2 | $1.22M | Hold |
22,803
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q1 | $1.15M | Buy |
22,803
+945
| +4% | +$47.1K | ﹤0.01% | 1246 |
|
|
2023
Q4 | $1.08M | Buy |
21,858
+2,684
| +14% | +$124K | ﹤0.01% | 1193 |
|
|
2023
Q3 | $866K | Buy |
19,174
+1,300
| +7% | +$59.2K | ﹤0.01% | 1236 |
|
|
2023
Q2 | $805K | Buy |
17,874
+377
| +2% | +$16.2K | ﹤0.01% | 1250 |
|
|
2023
Q1 | $719K | Sell |
17,497
-195
| -1% | -$8.13K | ﹤0.01% | 1257 |
|
|
2022
Q4 | $749K | Hold |
17,692
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q3 | $747K | Buy |
17,692
+195
| +1% | +$8.5K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $718K | Hold |
17,497
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q1 | $808K | Buy |
+17,497
| New | +$814K | ﹤0.01% | 1084 |
|
|
2019
Q3 | – | Sell |
-5,775
| Closed | -$222K | – | 2048 |
|
|
2019
Q2 | $222K | Buy |
5,775
+27
| +0.5% | +$1.03K | ﹤0.01% | 1548 |
|
|
2019
Q1 | $218K | Buy |
5,748
+2
| +0% | +$71 | ﹤0.01% | 1526 |
|
|
2018
Q4 | $203K | Sell |
5,746
-818
| -12% | -$27.3K | ﹤0.01% | 1480 |
|
|
2018
Q3 | $224K | Buy |
6,564
+431
| +7% | +$15.7K | ﹤0.01% | 1601 |
|
|
2018
Q2 | $216K | Buy |
6,133
+412
| +7% | +$14.6K | ﹤0.01% | 1597 |
|
|
2018
Q1 | $202K | Sell |
5,721
-32
| -0.6% | -$1.18K | ﹤0.01% | 1611 |
|
|
2017
Q4 | $214K | Buy |
+5,753
| New | +$206K | ﹤0.01% | 1561 |
|
|
2017
Q3 | – | Sell |
-5,464
| Closed | -$184K | – | 2766 |
|
|
2017
Q2 | $184K | Buy |
5,464
+4,519
| +478% | +$151K | ﹤0.01% | 1568 |
|
|
2017
Q1 | $31K | Sell |
945
-2
| -0.2% | -$60 | ﹤0.01% | 2816 |
|
|
2016
Q4 | $26K | Buy |
947
+2
| +0.2% | +$57 | ﹤0.01% | 2895 |
|
|
2016
Q3 | $28K | Sell |
945
-510
| -35% | -$15.2K | ﹤0.01% | 2797 |
|
|
2016
Q2 | $41K | Buy |
1,455
+510
| +54% | +$13.9K | ﹤0.01% | 2285 |
|
|
2016
Q1 | $25K | Hold |
945
| – | – | ﹤0.01% | 2599 |
|
|
2015
Q4 | $26K | Hold |
945
| – | – | ﹤0.01% | 2642 |
|
|
2015
Q3 | $26K | Buy |
+945
| New | +$27.3K | ﹤0.01% | 2520 |
|
|
2015
Q2 | – | Sell |
-945
| Closed | -$30K | – | 2010 |
|
|
2015
Q1 | $30K | Hold |
945
| – | – | ﹤0.01% | 2405 |
|
|
2014
Q4 | $28K | Hold |
945
| – | – | ﹤0.01% | 2401 |
|
|
2014
Q3 | $28K | Buy |
945
+445
| +89% | +$13.3K | ﹤0.01% | 2301 |
|
|
2014
Q2 | $14K | Buy |
+500
| New | +$13.7K | ﹤0.01% | 2702 |
|
Other funds holding INDY
OMC
QC
NAMI
Creative Planning's INDY Position: Q1 2026 in Review
Creative Planning reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 0.46% in Q1 2026, selling an estimated $5.34K and leaving 24,889 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2416.
Creative Planning first reported a position in INDY in Q2 2014 and has held it in 36 quarters since. The position peaked at $1.39M in Q3 2024. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.
- Creative Planning held 24,889 shares of iShares S&P India Nifty 50 Index Fund worth $1.05M as of Q1 2026.
- Creative Planning sold 115 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $5.34K.
- iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2416 holding.
- Creative Planning first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2014 and has held it in 36 quarters since.
- Creative Planning's iShares S&P India Nifty 50 Index Fund position peaked at $1.39M in Q3 2024.
- 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.