Pine Valley Investments’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Pine Valley Investments’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 Q3	–	Sell	-4,655	Closed	-$202K	–	626
2026 Q2	$202K	Buy	+4,655	New	+$201K	0.01%	571
2026 Q1	–	Sell	-5,046	Closed	-$249K	–	588
2025 Q4	$249K	Buy	5,046 +320	+7%	+$16.7K	0.01%	486
2025 Q3	$241K	Sell	4,726 -200	-4%	-$10.5K	0.01%	491
2025 Q2	$268K	Hold	4,926	–	–	0.01%	449
2025 Q1	$250K	Sell	4,926 -71	-1%	-$3.51K	0.02%	455
2024 Q4	$254K	Buy	4,997 +6	+0.1%	+$319	0.02%	447
2024 Q3	$281K	Buy	4,991 +200	+4%	+$10.9K	0.02%	423
2024 Q2	$257K	Buy	4,791 +61	+1%	+$3.12K	0.02%	414
2024 Q1	$239K	Hold	4,730	–	–	0.02%	437
2023 Q4	$233K	Buy	4,730 +11	+0.2%	+$508	0.02%	426
2023 Q3	$213K	Hold	4,719	–	–	0.02%	420
2023 Q2	$213K	Sell	4,719 -106	-2%	-$4.54K	0.02%	377
2023 Q1	$207K	Buy	+4,825	New	+$201K	0.03%	274

Other funds holding INDY

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cypress Capital Group Palm Beach, Florida $1.1B AUM 30.71% 1-Year Est. Return

Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Pine Valley Investments's INDY Position: Q3 2026 in Review

Pine Valley Investments sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2026, closing a stake of 4,655 shares — an estimated $202K sold.

Pine Valley Investments first reported a position in INDY in Q1 2023 and held it in 13 quarters. The position peaked at $281K in Q3 2024. 40 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

Pine Valley Investments reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2026 after selling out during the quarter.
Pine Valley Investments sold 4,655 iShares S&P India Nifty 50 Index Fund shares in Q3 2026, an estimated $202K.
Pine Valley Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2023 and held it in 13 quarters.
Pine Valley Investments's iShares S&P India Nifty 50 Index Fund position peaked at $281K in Q3 2024.
40 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.