Patriot Investment Management Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Patriot Investment Management Group’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	$326K	Hold	7,494	–	–	0.02%	199
2026 Q1	$317K	Hold	7,494	–	–	0.02%	196
2025 Q4	$369K	Buy	+7,494	New	+$391K	0.02%	183
2023 Q4	–	Sell	-7,494	Closed	-$339K	–	234
2023 Q3	$339K	Hold	7,494	–	–	0.03%	187
2023 Q2	$338K	Sell	7,494 -4,595	-38%	-$197K	0.03%	195
2023 Q1	$497K	Hold	12,089	–	–	0.04%	166
2022 Q4	$507K	Buy	+12,089	New	+$530K	0.04%	166
2022 Q2	–	Sell	-4,595	Closed	-$212K	–	246
2022 Q1	$212K	Hold	4,595	–	–	0.02%	241
2021 Q4	$217K	Hold	4,595	–	–	0.02%	236
2021 Q3	$237K	Hold	4,595	–	–	0.02%	225
2021 Q2	$214K	Sell	4,595 -275	-6%	-$12.4K	0.02%	234
2021 Q1	$218K	Buy	+4,870	New	+$218K	0.02%	222
2020 Q3	–	Sell	-4,870	Closed	-$151K	–	418
2020 Q2	$151K	Buy	+4,870	New	+$137K	0.02%	228
2020 Q1	–	Sell	-5,206	Closed	-$201K	–	208
2019 Q4	$201K	Buy	+5,206	New	+$195K	0.03%	215

Other funds holding INDY

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Patriot Investment Management Group's INDY Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q2 2026 at 7,494 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #199.

Patriot Investment Management Group first reported a position in INDY in Q4 2019 and has held it in 14 quarters since. The position peaked at $507K in Q4 2022. 20 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Patriot Investment Management Group held 7,494 shares of iShares S&P India Nifty 50 Index Fund worth $326K as of Q2 2026.
Patriot Investment Management Group left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q2 2026.
iShares S&P India Nifty 50 Index Fund made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #199 holding.
Patriot Investment Management Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2019 and has held it in 14 quarters since.
Patriot Investment Management Group's iShares S&P India Nifty 50 Index Fund position peaked at $507K in Q4 2022.
20 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.