Institute for Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Institute for Wealth Management’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	$70.9K	Buy	+1,631	New	+$70.4K	0.01%	779
2020 Q2	–	Sell	-8,101	Closed	-$208K	–	433
2020 Q1	$208K	Sell	8,101 -535	-6%	-$18.6K	0.06%	363
2019 Q4	$334K	Sell	8,636 -1,106	-11%	-$41.5K	0.08%	321
2019 Q3	$358K	Sell	9,742 -3,890	-29%	-$140K	0.09%	291
2019 Q2	$523K	Sell	13,632 -606	-4%	-$23.1K	0.12%	245
2019 Q1	$540K	Buy	+14,238	New	+$504K	0.12%	228

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

Institute for Wealth Management's INDY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2026: 1,631 shares worth $70.9K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in INDY as recently as Q1 2020.

Institute for Wealth Management first reported a position in INDY in Q1 2019 and has held it in 6 quarters since. The position peaked at $540K in Q1 2019. 86 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Institute for Wealth Management held 1,631 shares of iShares S&P India Nifty 50 Index Fund worth $70.9K as of Q2 2026.
iShares S&P India Nifty 50 Index Fund was a new Institute for Wealth Management position in Q2 2026.
iShares S&P India Nifty 50 Index Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #779 holding.
Institute for Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2019 and has held it in 6 quarters since.
Institute for Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $540K in Q1 2019.
86 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.