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 Q2	$743K	Sell	17,002 -4,128	-20%	-$178K	﹤0.01%	2035
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 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

Jones Financial Companies's INDY Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 20% in Q2 2026, selling an estimated $178K and leaving 17,002 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Jones Financial Companies first reported a position in INDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2025. 86 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Jones Financial Companies held 17,002 shares of iShares S&P India Nifty 50 Index Fund worth $743K as of Q2 2026.
Jones Financial Companies sold 4,128 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $178K.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2035 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 9 quarters since.
Jones Financial Companies's iShares S&P India Nifty 50 Index Fund position peaked at $1.11M in Q4 2025.
86 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.