IFP 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 | $1.34M | Buy |
24,553
+4,680
| +24% | +$255K | 0.04% | 489 |
|
2025
Q1 | $1.01M | Sell |
19,873
-203
| -1% | -$10.3K | 0.03% | 548 |
|
2024
Q4 | $1.02M | Sell |
20,076
-502
| -2% | -$25.5K | 0.03% | 520 |
|
2024
Q3 | $1.16M | Sell |
20,578
-154
| -0.7% | -$8.67K | 0.04% | 443 |
|
2024
Q2 | $1.11M | Sell |
20,732
-13,114
| -39% | -$704K | 0.04% | 416 |
|
2024
Q1 | $1.71M | Buy |
33,846
+1,762
| +5% | +$88.9K | 0.07% | 287 |
|
2023
Q4 | $1.58M | Buy |
32,084
+14,457
| +82% | +$712K | 0.07% | 290 |
|
2023
Q3 | $796K | Buy |
17,627
+480
| +3% | +$21.7K | 0.04% | 457 |
|
2023
Q2 | $772K | Sell |
17,147
-1,147
| -6% | -$51.7K | 0.03% | 509 |
|
2023
Q1 | $655K | Buy |
18,294
+70
| +0.4% | +$2.51K | 0.03% | 507 |
|
2022
Q4 | $654K | Buy |
18,224
+2,464
| +16% | +$88.4K | 0.02% | 778 |
|
2022
Q3 | $571K | Buy |
15,760
+15,710
| +31,420% | +$569K | 0.01% | 866 |
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 3792 |
|
2022
Q1 | $5K | Sell |
50
-12,176
| -100% | -$1.22M | ﹤0.01% | 3792 |
|
2021
Q4 | $595K | Buy |
12,226
+4,099
| +50% | +$199K | 0.01% | 525 |
|
2021
Q3 | $439K | Sell |
8,127
-52,963
| -87% | -$2.86M | 0.01% | 606 |
|
2021
Q2 | $2.85M | Buy |
61,090
+61,051
| +156,541% | +$2.85M | 0.06% | 189 |
|
2021
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 2647 |
|
2020
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 2596 |
|
2020
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 2619 |
|
2020
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 2519 |
|
2020
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 2503 |
|
2019
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 2505 |
|
2019
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 2856 |
|
2019
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1931 |
|
2018
Q4 | – | Sell |
-3,195
| Closed | -$109K | – | 3650 |
|
2018
Q3 | $109K | Sell |
3,195
-18,623
| -85% | -$635K | ﹤0.01% | 1418 |
|
2018
Q2 | $768K | Buy |
21,818
+15,785
| +262% | +$556K | 0.03% | 500 |
|
2018
Q1 | $224K | Hold |
6,033
| – | – | 0.01% | 937 |
|
2017
Q4 | $224K | Sell |
6,033
-899
| -13% | -$33.4K | 0.01% | 935 |
|
2017
Q3 | $236K | Buy |
6,932
+1,530
| +28% | +$52.1K | 0.01% | 1045 |
|
2017
Q2 | $182K | Buy |
5,402
+4,155
| +333% | +$140K | 0.01% | 1175 |
|
2017
Q1 | $40K | Hold |
1,247
| – | – | ﹤0.01% | 2037 |
|
2016
Q4 | $34K | Hold |
1,247
| – | – | ﹤0.01% | 2090 |
|
2016
Q3 | $37K | Buy |
1,247
+233
| +23% | +$6.91K | ﹤0.01% | 1987 |
|
2016
Q2 | $29K | Buy |
1,014
+914
| +914% | +$26.1K | ﹤0.01% | 2093 |
|
2016
Q1 | $4K | Sell |
100
-881
| -90% | -$35.2K | ﹤0.01% | 1931 |
|
2015
Q4 | $27K | Buy |
+981
| New | +$27K | ﹤0.01% | 1971 |
|