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 Q2	$10K	Sell	225 -185	-45%	-$7.98K	﹤0.01%	695
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Hazlett, Burt & Watson's INDY Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 45% in Q2 2026, selling an estimated $7.98K and leaving 225 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Hazlett, Burt & Watson first reported a position in INDY in Q1 2022 and has held it in 18 quarters since. The position peaked at $21K in Q2 2025. 86 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Hazlett, Burt & Watson held 225 shares of iShares S&P India Nifty 50 Index Fund worth $10K as of Q2 2026.
Hazlett, Burt & Watson sold 185 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $7.98K.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #695 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 18 quarters since.
Hazlett, Burt & Watson's iShares S&P India Nifty 50 Index Fund position peaked at $21K in Q2 2025.
86 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.