JSW
IFN

Journey Strategic Wealth’s Aberdeen India Fund IFN Stock Holding History

Journey Strategic Wealth’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
2025
Q2 		– Sell
-13,800
Closed -$218K – 679
2025
Q1 		$218K Buy
+13,800
New +$215K 0.01% 444
2024
Q4 		– Sell
-15,100
Closed -$287K – 533
2024
Q3 		$287K Buy
15,100
+100
+0.7% +$1.83K 0.01% 351
2024
Q2 		$268K Buy
+15,000
New +$273K 0.01% 280

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Journey Strategic Wealth's IFN Position: Q2 2025 in Review

Journey Strategic Wealth sold out of Aberdeen India Fund (IFN) in Q2 2025, closing a stake of 13,800 shares — an estimated $218K sold.

Journey Strategic Wealth first reported a position in IFN in Q2 2024 and held it in 3 quarters. The position peaked at $287K in Q3 2024. 84 funds tracked by Wall St. Rank hold IFN as of Q2 2025.

  • Journey Strategic Wealth reported no remaining Aberdeen India Fund position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 13,800 Aberdeen India Fund shares in Q2 2025, an estimated $218K.
  • Journey Strategic Wealth first reported a position in Aberdeen India Fund in Q2 2024 and held it in 3 quarters.
  • Journey Strategic Wealth's Aberdeen India Fund position peaked at $287K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.