INDY — iShares:India 50

Ownership history in Summit Financial, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in iShares:India 50 (INDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2025 Q1)
Avg. % of fund
0.14%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 136,444 +734 +0.5% 0.10% $6.7M $49.29
2025 Q3 ADDED 135,710 +6,678 +5.2% 0.11% $6.9M $47.01
2025 Q2 ADDED 129,032 +2,565 +2.0% 0.16% $7.0M $50.22
2025 Q1 INITIATED 126,467 — — 0.18% $6.4M $46.89
% of Fund (quarterly)    INDY price (monthly, adj. close)

Other funds also holding INDY

As of 2025 Q4 — sorted by position size

Cypress Capital Group 3Y 7Y 0.36% PURSUE WEALTH PARTNERS LLC 3Y 0.33% Viewpoint Capital Management LLC 3Y 0.13% KFA Private Wealth Group, LLC 3Y 0.1% OLD MISSION CAPITAL LLC 3Y 7Y 0.07% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.06% Activest Wealth Management 3Y 0.05% PITCAIRN CO 3Y 7Y 0.05% Boreal Capital Management LLC 0.04% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.02%
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