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Iams Wealth Management’s DuPont de Nemours DD Stock Holding History

Iams Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33,799
Closed -$3.01M – 133
2023
Q2 		$3.01M Buy
+33,799
New +$2.91M 1.1% 28

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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Iams Wealth Management's DD Position: Q2 2026 in Review

Iams Wealth Management reduced its DuPont de Nemours (DD) stake by 1% in Q2 2026, selling an estimated $13.3K and leaving 9,205 shares worth $1.25M. The position accounts for 0.38% of the portfolio, ranked #80.

Iams Wealth Management first reported a position in DD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.24M in Q1 2025. 365 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Iams Wealth Management held 9,205 shares of DuPont de Nemours worth $1.25M as of Q2 2026.
  • Iams Wealth Management sold 94 DuPont de Nemours shares in Q2 2026, an estimated $13.3K.
  • DuPont de Nemours made up 0.38% of Iams Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Iams Wealth Management first reported a position in DuPont de Nemours in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's DuPont de Nemours position peaked at $2.24M in Q1 2025.
  • 365 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.