Unique Wealth Strategies
INDY icon

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

Unique Wealth Strategies’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 		$686K Hold
15,795
– – 0.25% 109
2026
Q2 		$686K Buy
15,795
+1,914
+14% +$82.6K 0.25% 109
2026
Q1 		$586K Buy
13,881
+828
+6% +$38.4K 0.24% 115
2025
Q4 		$643K Buy
13,053
+847
+7% +$44.2K 0.25% 107
2025
Q3 		$621K Buy
12,206
+416
+4% +$21.8K 0.24% 132
2025
Q2 		$641K Sell
11,790
-6,548
-36% -$344K 0.27% 98
2025
Q1 		$931K Hold
18,338
– – 0.42% 58
2024
Q4 		$932K Buy
18,338
+1,317
+8% +$70K 0.41% 59
2024
Q3 		$958K Buy
17,021
+1,515
+10% +$82.8K 0.4% 65
2024
Q2 		$782K Hold
15,506
– – 0.37% 77
2024
Q1 		$782K Buy
15,506
+1,014
+7% +$50.6K 0.38% 77
2023
Q4 		$714K Buy
+14,492
New +$669K 0.48% 80

Other funds holding INDY

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Unique Wealth Strategies's INDY Position: Q3 2026 in Review

Unique Wealth Strategies held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q3 2026 at 15,795 shares worth $686K. The position accounts for 0.25% of the portfolio, ranked #109.

Unique Wealth Strategies first reported a position in INDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $958K in Q3 2024. 15 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

  • Unique Wealth Strategies held 15,795 shares of iShares S&P India Nifty 50 Index Fund worth $686K as of Q3 2026.
  • Unique Wealth Strategies left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q3 2026.
  • iShares S&P India Nifty 50 Index Fund made up 0.25% of Unique Wealth Strategies's portfolio in Q3 2026, its #109 holding.
  • Unique Wealth Strategies first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2023 and has held it in 12 quarters since.
  • Unique Wealth Strategies's iShares S&P India Nifty 50 Index Fund position peaked at $958K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.