IAG Wealth Partners’s Dow Inc DOW Stock Holding History

IAG Wealth Partners’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-34	Closed	-$1.8K	–	501
2024 Q2	$1.8K	Buy	+34	New	+$1.94K	﹤0.01%	455
2020 Q2	–	Sell	-232	Closed	-$7K	–	426
2020 Q1	$7K	Hold	232	–	–	﹤0.01%	240
2019 Q4	$13K	Buy	+232	New	+$12K	0.01%	221

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IAG Wealth Partners's DOW Position: Q3 2024 in Review

IAG Wealth Partners sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 34 shares — an estimated $1.8K sold.

IAG Wealth Partners first reported a position in DOW in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

IAG Wealth Partners reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
IAG Wealth Partners sold 34 Dow Inc shares in Q3 2024, an estimated $1.8K.
IAG Wealth Partners first reported a position in Dow Inc in Q4 2019 and held it in 3 quarters.
IAG Wealth Partners's Dow Inc position peaked at $13K in Q4 2019.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.