Oppenheimer & Co’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Oppenheimer & Co’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
2025 Q4	–	Sell	-13,211	Closed	-$672K	–	1666
2025 Q3	$672K	Hold	13,211	–	–	0.01%	1072
2025 Q2	$718K	Hold	13,211	–	–	0.01%	1001
2025 Q1	$671K	Buy	13,211 +1,011	+8%	+$50K	0.01%	972
2024 Q4	$620K	Sell	12,200 -1,400	-10%	-$74.4K	0.01%	999
2024 Q3	$766K	Sell	13,600 -79	-0.6%	-$4.32K	0.01%	882
2024 Q2	$734K	Hold	13,679	–	–	0.01%	872
2024 Q1	$690K	Buy	+13,679	New	+$682K	0.01%	886
2023 Q4	–	Sell	-4,621	Closed	-$209K	–	1420
2023 Q3	$209K	Buy	+4,621	New	+$210K	﹤0.01%	1252

Other funds holding INDY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Oppenheimer & Co's INDY Position: Q4 2025 in Review

Oppenheimer & Co sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2025, closing a stake of 13,211 shares — an estimated $672K sold.

Oppenheimer & Co first reported a position in INDY in Q3 2023 and held it in 8 quarters. The position peaked at $766K in Q3 2024. 98 funds tracked by Wall St. Rank hold INDY as of Q4 2025.

Oppenheimer & Co reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2025 after selling out during the quarter.
Oppenheimer & Co sold 13,211 iShares S&P India Nifty 50 Index Fund shares in Q4 2025, an estimated $672K.
Oppenheimer & Co first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2023 and held it in 8 quarters.
Oppenheimer & Co's iShares S&P India Nifty 50 Index Fund position peaked at $766K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.