Sax Wealth Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Sax Wealth Advisors’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	$422K	Buy	+10,297	New	+$444K	0.01%	490

Other funds holding INDY

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

UWS

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sax Wealth Advisors's INDY Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2026: 10,297 shares worth $422K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings.

13 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

Sax Wealth Advisors held 10,297 shares of iShares S&P India Nifty 50 Index Fund worth $422K as of Q3 2026.
iShares S&P India Nifty 50 Index Fund was a new Sax Wealth Advisors position in Q3 2026.
iShares S&P India Nifty 50 Index Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #490 holding.
13 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.