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

Wood Tarver 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
2025
Q3 		– Sell
-9
Closed – – 374
2025
Q2 		$0 Hold
9
– – ﹤0.01% 636
2025
Q1 		$459 Hold
9
– – ﹤0.01% 643
2024
Q4 		$0 Buy
+9
New +$478 ﹤0.01% 681

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wood Tarver Financial Group's INDY Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2025, closing a stake of 9 shares.

Wood Tarver Financial Group first reported a position in INDY in Q4 2024 and held it in 3 quarters. The position peaked at $459 in Q1 2025. 98 funds tracked by Wall St. Rank hold INDY as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 9 iShares S&P India Nifty 50 Index Fund shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares S&P India Nifty 50 Index Fund position peaked at $459 in Q1 2025.
  • 98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.