IMG Wealth Management
DOW icon

IMG Wealth Management’s Dow Inc DOW Stock Holding History

IMG Wealth Management’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
Q3 		$441 Hold
16
– – ﹤0.01% 553
2026
Q2 		$438 Sell
16
-26
-62% -$944 ﹤0.01% 520
2026
Q1 		$1.75K Sell
42
-13
-24% -$412 ﹤0.01% 449
2025
Q4 		$1.29K Hold
55
– – ﹤0.01% 543
2025
Q3 		$1.26K Hold
55
– – ﹤0.01% 494
2025
Q2 		$1.46K Buy
55
+44
+400% +$1.28K ﹤0.01% 455
2025
Q1 		$384 Hold
11
– – ﹤0.01% 285
2024
Q4 		$441 Buy
+11
New +$513 ﹤0.01% 251

Other funds holding DOW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

IMG Wealth Management's DOW Position: Q3 2026 in Review

IMG Wealth Management held its Dow Inc (DOW) position steady in Q3 2026 at 16 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #553.

IMG Wealth Management first reported a position in DOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.75K in Q1 2026. 852 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • IMG Wealth Management held 16 shares of Dow Inc worth $441 as of Q3 2026.
  • IMG Wealth Management left its Dow Inc share count unchanged in Q3 2026.
  • Dow Inc made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #553 holding.
  • IMG Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's Dow Inc position peaked at $1.75K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.