StrategIQ Financial Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

StrategIQ Financial Group’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
2023 Q4	$752K	Hold	15,270	–	–	0.08%	172
2023 Q3	$690K	Hold	15,270	–	–	0.08%	178
2023 Q2	$688K	Hold	15,270	–	–	0.08%	178
2023 Q1	$628K	Hold	15,270	–	–	0.07%	171
2022 Q4	$646K	Hold	15,270	–	–	0.07%	163
2022 Q3	$645K	Hold	15,270	–	–	0.08%	157
2022 Q2	$627K	Hold	15,270	–	–	0.08%	166
2022 Q1	$705K	Hold	15,270	–	–	0.08%	169
2021 Q4	$722K	Buy	+15,270	New	+$775K	0.07%	166

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

CCG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

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

StrategIQ Financial Group's INDY Position: Q4 2023 in Review

StrategIQ Financial Group held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q4 2023 at 15,270 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #172.

StrategIQ Financial Group first reported a position in INDY in Q4 2021 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold INDY as of Q4 2023.

StrategIQ Financial Group held 15,270 shares of iShares S&P India Nifty 50 Index Fund worth $752K as of Q4 2023.
StrategIQ Financial Group left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q4 2023.
iShares S&P India Nifty 50 Index Fund made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #172 holding.
StrategIQ Financial Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2021 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.