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

Finley Financial’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	$386K	Hold	8,890	–	–	0.16%	50
2026 Q1	$376K	Sell	8,890 -340	-4%	-$15.8K	0.18%	52
2025 Q4	$455K	Buy	9,230 +2,270	+33%	+$118K	0.21%	51
2025 Q3	$354K	Hold	6,960	–	–	0.16%	56
2025 Q2	$378K	Hold	6,960	–	–	0.19%	53
2025 Q1	$368K	Hold	6,960	–	–	0.2%	53
2024 Q4	$348K	Buy	+6,960	New	+$370K	0.18%	55

Other funds holding INDY

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Finley Financial's INDY Position: Q2 2026 in Review

Finley Financial held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q2 2026 at 8,890 shares worth $386K. The position accounts for 0.16% of the portfolio, ranked #50.

Finley Financial first reported a position in INDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q4 2025. 11 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Finley Financial held 8,890 shares of iShares S&P India Nifty 50 Index Fund worth $386K as of Q2 2026.
Finley Financial left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q2 2026.
iShares S&P India Nifty 50 Index Fund made up 0.16% of Finley Financial's portfolio in Q2 2026, its #50 holding.
Finley Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares S&P India Nifty 50 Index Fund position peaked at $455K in Q4 2025.
11 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.