Principal Securities’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Principal Securities’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 Q4	–	Sell	-325	Closed	-$16.5K	–	2412
2025 Q3	$16.5K	Sell	325 -12	-4%	-$628	﹤0.01%	2490
2025 Q2	$18.3K	Sell	337 -38	-10%	-$2K	﹤0.01%	2362
2025 Q1	$19.1K	Hold	375	–	–	﹤0.01%	2219
2024 Q4	$19.1K	Hold	375	–	–	﹤0.01%	2217
2024 Q3	$21.1K	Hold	375	–	–	﹤0.01%	2091
2024 Q2	$20.1K	Hold	375	–	–	﹤0.01%	2065
2024 Q1	$18.9K	Hold	375	–	–	﹤0.01%	2031
2023 Q4	$18.5K	Buy	+375	New	+$17.3K	﹤0.01%	1968

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Principal Securities's INDY Position: Q4 2025 in Review

Principal Securities sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2025, closing a stake of 325 shares — an estimated $16.5K sold.

Principal Securities first reported a position in INDY in Q4 2023 and held it in 8 quarters. The position peaked at $21.1K in Q3 2024. 98 funds tracked by Wall St. Rank hold INDY as of Q4 2025.

Principal Securities reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 325 iShares S&P India Nifty 50 Index Fund shares in Q4 2025, an estimated $16.5K.
Principal Securities first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares S&P India Nifty 50 Index Fund position peaked at $21.1K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.