Waverly Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+3,705	New	+$201K	﹤0.01%	1122
2024 Q4	–	Sell	-3,705	Closed	-$209K	–	1002
2024 Q3	$209K	Sell	3,705 -11,690	-76%	-$658K	﹤0.01%	766
2024 Q2	$826K	Hold	15,395	–	–	0.02%	467
2024 Q1	$777K	Buy	+15,395	New	+$777K	0.02%	408