IWA
IFN

Integrity Wealth Advisors’s Aberdeen India Fund IFN Stock Holding History

Integrity Wealth Advisors’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115K Hold
10,128
– – 0.07% 69
2025
Q4 		$137K Sell
10,128
-14,414
-59% -$210K 0.09% 73
2025
Q3 		$383K Buy
24,542
+12,271
+100% +$190K 0.14% 53
2025
Q2 		$203K Sell
12,271
-3,843
-24% -$61.1K 0.14% 59
2025
Q1 		$254K Buy
16,114
+1,441
+10% +$22.5K 0.19% 52
2024
Q4 		$231K Buy
+14,673
New +$257K 0.17% 56

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Integrity Wealth Advisors's IFN Position: Q1 2026 in Review

Integrity Wealth Advisors held its Aberdeen India Fund (IFN) position steady in Q1 2026 at 10,128 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #69.

Integrity Wealth Advisors first reported a position in IFN in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q3 2025. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

  • Integrity Wealth Advisors held 10,128 shares of Aberdeen India Fund worth $115K as of Q1 2026.
  • Integrity Wealth Advisors left its Aberdeen India Fund share count unchanged in Q1 2026.
  • Aberdeen India Fund made up 0.07% of Integrity Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Integrity Wealth Advisors first reported a position in Aberdeen India Fund in Q4 2024 and has held it in 6 quarters since.
  • Integrity Wealth Advisors's Aberdeen India Fund position peaked at $383K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.