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IFP Advisors’s Dow Inc DOW Stock Holding History

IFP Advisors’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
2026
Q2 		$3.71M Sell
135,634
-213
-0.2% -$7.73K 0.07% 321
2026
Q1 		$5.66M Sell
135,847
-13,107
-9% -$416K 0.12% 197
2025
Q4 		$3.48M Buy
148,954
+78
+0.1% +$1.79K 0.08% 277
2025
Q3 		$3.41M Buy
148,876
+27,422
+23% +$683K 0.09% 246
2025
Q2 		$3.35M Buy
121,454
+28,776
+31% +$837K 0.1% 232
2025
Q1 		$3.24M Buy
92,678
+27,362
+42% +$1.05M 0.1% 234
2024
Q4 		$2.62M Buy
65,316
+50,740
+348% +$2.37M 0.09% 265
2024
Q3 		$796K Buy
14,576
+1,642
+13% +$86.7K 0.03% 532
2024
Q2 		$686K Sell
12,934
-443
-3% -$25.3K 0.03% 555
2024
Q1 		$775K Buy
13,377
+2,230
+20% +$123K 0.03% 475
2023
Q4 		$611K Sell
11,147
-4,150
-27% -$212K 0.03% 524
2023
Q3 		$789K Buy
15,297
+525
+4% +$28.2K 0.04% 460
2023
Q2 		$787K Sell
14,772
-7,300
-33% -$388K 0.03% 504
2023
Q1 		$1.1M Buy
22,072
+583
+3% +$32.8K 0.05% 363
2022
Q4 		$1.09M Sell
21,489
-16,210
-43% -$792K 0.03% 594
2022
Q3 		$1.92M Buy
37,699
+2,667
+8% +$135K 0.05% 416
2022
Q2 		$1.77M Hold
35,032
– – 0.06% 385
2022
Q1 		$1.77M Buy
35,032
+23,925
+215% +$1.44M 0.06% 385
2021
Q4 		$634K Sell
11,107
-938
-8% -$53.5K 0.01% 514
2021
Q3 		$696K Sell
12,045
-261
-2% -$16K 0.01% 493
2021
Q2 		$779K Buy
12,306
+802
+7% +$53K 0.02% 433
2021
Q1 		$735K Buy
11,504
+3,231
+39% +$193K 0.01% 417
2020
Q4 		$460K Sell
8,273
-35
-0.4% -$1.81K 0.02% 535
2020
Q3 		$392K Buy
8,308
+1,428
+21% +$64.1K 0.02% 495
2020
Q2 		$282K Buy
6,880
+141
+2% +$5.16K 0.02% 556
2020
Q1 		$201K Buy
6,739
+1,550
+30% +$65.9K 0.02% 574
2019
Q4 		$284K Sell
5,189
-2,504
-33% -$129K 0.02% 568
2019
Q3 		$363K Buy
+7,693
New +$360K 0.02% 573

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

IFP Advisors's DOW Position: Q2 2026 in Review

IFP Advisors reduced its Dow Inc (DOW) stake by 0.16% in Q2 2026, selling an estimated $7.73K and leaving 135,634 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #321.

IFP Advisors first reported a position in DOW in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.66M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • IFP Advisors held 135,634 shares of Dow Inc worth $3.71M as of Q2 2026.
  • IFP Advisors sold 213 Dow Inc shares in Q2 2026, an estimated $7.73K.
  • Dow Inc made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #321 holding.
  • IFP Advisors first reported a position in Dow Inc in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's Dow Inc position peaked at $5.66M in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.