Hazlett, Burt & Watson’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Hazlett, Burt & Watson’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	$18K	Hold	410	–	–	0.01%	612
2025 Q4	$20K	Hold	410	–	–	0.01%	597
2025 Q3	$20K	Hold	410	–	–	0.01%	563
2025 Q2	$21K	Hold	410	–	–	0.01%	495
2025 Q1	$20K	Buy	410 +220	+116%	+$10.9K	0.01%	492
2024 Q4	$9K	Hold	190	–	–	﹤0.01%	560
2024 Q3	$10K	Hold	190	–	–	﹤0.01%	533
2024 Q2	$10K	Hold	190	–	–	0.01%	525
2024 Q1	$9K	Hold	190	–	–	0.01%	524
2023 Q4	$9K	Hold	190	–	–	0.01%	506
2023 Q3	$8K	Hold	190	–	–	0.01%	517
2023 Q2	$8K	Hold	190	–	–	0.01%	499
2023 Q1	$8K	Buy	190 +50	+36%	+$2.08K	0.01%	470
2022 Q4	$6K	Hold	140	–	–	0.01%	506
2022 Q3	$6K	Hold	140	–	–	0.01%	498
2022 Q2	$6K	Hold	140	–	–	0.01%	490
2022 Q1	$6K	Buy	+140	New	+$6.51K	﹤0.01%	508

Other funds holding INDY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Hazlett, Burt & Watson's INDY Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 410 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #612.

Hazlett, Burt & Watson first reported a position in INDY in Q1 2022 and has held it in 17 quarters since. The position peaked at $21K in Q2 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

Hazlett, Burt & Watson held 410 shares of iShares S&P India Nifty 50 Index Fund worth $18K as of Q1 2026.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q1 2026, its #612 holding.
Hazlett, Burt & Watson first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's iShares S&P India Nifty 50 Index Fund position peaked at $21K in Q2 2025.
87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.