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 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

BPC

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

CCG

Cypress Capital Group Palm Beach, Florida $1.07B AUM 35.82% 1-Year Est. Return

CAM

Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return

UWS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pine Valley Investments's INDY Position: Q2 2026 in Review

Pine Valley Investments opened a new position in iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2026: 4,655 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Pine Valley Investments previously reported a position in INDY as recently as Q4 2025.

Pine Valley Investments first reported a position in INDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $281K in Q3 2024. 36 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Pine Valley Investments held 4,655 shares of iShares S&P India Nifty 50 Index Fund worth $202K as of Q2 2026.
iShares S&P India Nifty 50 Index Fund was a new Pine Valley Investments position in Q2 2026.
iShares S&P India Nifty 50 Index Fund made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #571 holding.
Pine Valley Investments first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2023 and has held it in 13 quarters since.
Pine Valley Investments's iShares S&P India Nifty 50 Index Fund position peaked at $281K in Q3 2024.
36 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.