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Optimum Investment Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Optimum Investment Advisors’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
Q3 		$118K Hold
2,309
– – 0.05% 241
2025
Q2 		$126K Sell
2,309
-1,226
-35% -$64.4K 0.05% 223
2025
Q1 		$179K Hold
3,535
– – 0.08% 179
2024
Q4 		$180K Buy
3,535
+2,535
+254% +$135K 0.08% 188
2024
Q3 		$56.3K Buy
+1,000
New +$54.7K 0.02% 344

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Optimum Investment Advisors's INDY Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q3 2025 at 2,309 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #241.

Optimum Investment Advisors first reported a position in INDY in Q3 2024 and has held it in 5 quarters since. The position peaked at $180K in Q4 2024. 98 funds tracked by Wall St. Rank hold INDY as of Q3 2025.

  • Optimum Investment Advisors held 2,309 shares of iShares S&P India Nifty 50 Index Fund worth $118K as of Q3 2025.
  • Optimum Investment Advisors left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q3 2025.
  • iShares S&P India Nifty 50 Index Fund made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #241 holding.
  • Optimum Investment Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2024 and has held it in 5 quarters since.
  • Optimum Investment Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $180K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.