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Steward Partners Investment Advisory’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$50.4K Hold
1,194
– – ﹤0.01% 2774
2025
Q4 		$58.8K Buy
1,194
+42
+4% +$2.19K ﹤0.01% 2585
2025
Q3 		$58.7K Sell
1,152
-1,041
-47% -$54.4K ﹤0.01% 2523
2025
Q2 		$119K Buy
2,193
+909
+71% +$47.8K ﹤0.01% 2010
2025
Q1 		$65.2K Buy
1,284
+16
+1% +$791 ﹤0.01% 2243
2024
Q4 		$64.5K Sell
1,268
-520
-29% -$27.6K ﹤0.01% 2203
2024
Q3 		$101K Buy
1,788
+46
+3% +$2.52K ﹤0.01% 1870
2024
Q2 		$93.5K Buy
1,742
+521
+43% +$26.6K ﹤0.01% 1815
2024
Q1 		$61.6K Buy
1,221
+610
+100% +$30.4K ﹤0.01% 2000
2023
Q4 		$30.1K Buy
611
+1
+0.2% +$46 ﹤0.01% 2202
2023
Q3 		$27.6K Buy
+610
New +$27.8K ﹤0.01% 2163
2022
Q1 		– Sell
-8,692
Closed -$411K – 3327
2021
Q4 		$411K Buy
+8,692
New +$441K 0.01% 1015

Other funds holding INDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Steward Partners Investment Advisory's INDY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 1,194 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Steward Partners Investment Advisory first reported a position in INDY in Q4 2021 and has held it in 12 quarters since. The position peaked at $411K in Q4 2021. 89 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Steward Partners Investment Advisory held 1,194 shares of iShares S&P India Nifty 50 Index Fund worth $50.4K as of Q1 2026.
  • Steward Partners Investment Advisory left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q1 2026.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2774 holding.
  • Steward Partners Investment Advisory first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2021 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's iShares S&P India Nifty 50 Index Fund position peaked at $411K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.