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

Summit Financial’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 		– Sell
-5,251
Closed -$222K – 1603
2026
Q1 		$222K Sell
5,251
-131,193
-96% -$6.09M ﹤0.01% 1310
2025
Q4 		$6.73M Buy
136,444
+734
+0.5% +$38.3K 0.1% 202
2025
Q3 		$6.91M Buy
135,710
+6,678
+5% +$349K 0.11% 185
2025
Q2 		$7.02M Buy
129,032
+2,565
+2% +$135K 0.16% 117
2025
Q1 		$6.42M Buy
+126,467
New +$6.25M 0.18% 110

Other funds holding INDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Summit Financial's INDY Position: Q2 2026 in Review

Summit Financial sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2026, closing a stake of 5,251 shares — an estimated $222K sold.

Summit Financial first reported a position in INDY in Q1 2025 and held it in 5 quarters. The position peaked at $7.02M in Q2 2025. 86 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

  • Summit Financial reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 5,251 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $222K.
  • Summit Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2025 and held it in 5 quarters.
  • Summit Financial's iShares S&P India Nifty 50 Index Fund position peaked at $7.02M in Q2 2025.
  • 86 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.