Jones Financial Companies
INDY icon

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

Jones Financial Companies’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 		$871K Sell
21,130
-1,480
-7% -$68.7K ﹤0.01% 1775
2025
Q4 		$1.11M Buy
22,610
+4,871
+27% +$254K ﹤0.01% 1179
2025
Q3 		$907K Buy
17,739
+5,626
+46% +$294K ﹤0.01% 1168
2025
Q2 		$663K Buy
12,113
+6,546
+118% +$344K ﹤0.01% 1173
2025
Q1 		$282K Buy
5,567
+2,010
+57% +$99.4K ﹤0.01% 1354
2024
Q4 		$181K Buy
3,557
+1,548
+77% +$82.3K ﹤0.01% 1396
2024
Q3 		$115K Buy
2,009
+260
+15% +$14.2K ﹤0.01% 1348
2024
Q2 		$93.8K Buy
+1,749
New +$89.4K ﹤0.01% 1071

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Jones Financial Companies's INDY Position: Q1 2026 in Review

Jones Financial Companies reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 6.5% in Q1 2026, selling an estimated $68.7K and leaving 21,130 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Jones Financial Companies first reported a position in INDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Jones Financial Companies held 21,130 shares of iShares S&P India Nifty 50 Index Fund worth $871K as of Q1 2026.
  • Jones Financial Companies sold 1,480 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $68.7K.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1775 holding.
  • Jones Financial Companies first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's iShares S&P India Nifty 50 Index Fund position peaked at $1.11M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.