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India Fund shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of India Fund (IFN) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in India Fund

Tip: Access up to 7 years of quarterly data

All positions including India Fund held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in India Fund by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 17k 14.65
2025-06-30 $276k 17k 16.53
2025-03-31 $257k 16k 15.77
2024-09-30 $293k 15k 19.02
2024-06-30 $261k 15k 17.86

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding India Fund

Morgan Stanley
City of London Investment Management Company
Cetera Investment Advisers
Raymond James Financial
Rivernorth Capital Management
Penserra Capital Management
UBS Group
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Royal Bank of Canada
Lazard Asset Management
Janney Montgomery Scott
LPL Financial
Consolidated Portfolio Review Corp
Wells Fargo & Company
Commonwealth Equity Services

View all funds holding India Fund