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 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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Unique Wealth Strategies's INDY Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares S&P India Nifty 50 Index Fund (INDY) stake by 14% in Q2 2026, buying an estimated $82.6K and bringing the position to 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 11 quarters since. The position peaked at $958K in Q3 2024. 7 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Unique Wealth Strategies held 15,795 shares of iShares S&P India Nifty 50 Index Fund worth $686K as of Q2 2026.
Unique Wealth Strategies bought 1,914 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $82.6K.
iShares S&P India Nifty 50 Index Fund made up 0.25% of Unique Wealth Strategies's portfolio in Q2 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 11 quarters since.
Unique Wealth Strategies's iShares S&P India Nifty 50 Index Fund position peaked at $958K in Q3 2024.
7 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.