Owen LaRue’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Owen LaRue’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	–	Sell	-43,238	Closed	-$2.35M	–	122
2025 Q2	$2.35M	Buy	+43,238	New	+$2.27M	1%	29
2025 Q1	–	Sell	-4,800	Closed	-$244K	–	102
2024 Q4	$244K	Sell	4,800 -25,350	-84%	-$1.35M	0.13%	82
2024 Q3	$1.7M	Buy	30,150 +8,750	+41%	+$478K	0.9%	31
2024 Q2	$1.15M	Buy	21,400 +15,400	+257%	+$787K	0.71%	34
2024 Q1	$303K	Buy	+6,000	New	+$299K	0.19%	67

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Owen LaRue's INDY Position: Q3 2025 in Review

Owen LaRue sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2025, closing a stake of 43,238 shares — an estimated $2.35M sold.

Owen LaRue first reported a position in INDY in Q1 2024 and held it in 5 quarters. The position peaked at $2.35M in Q2 2025. 98 funds tracked by Wall St. Rank hold INDY as of Q3 2025.

Owen LaRue reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2025 after selling out during the quarter.
Owen LaRue sold 43,238 iShares S&P India Nifty 50 Index Fund shares in Q3 2025, an estimated $2.35M.
Owen LaRue first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2024 and held it in 5 quarters.
Owen LaRue's iShares S&P India Nifty 50 Index Fund position peaked at $2.35M in Q2 2025.
98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2025.

Based on Owen LaRue's 13F filing for Q3 2025, filed 31 Oct 2025.