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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IMG Wealth Management's DOW Position: Q1 2026 in Review

IMG Wealth Management reduced its Dow Inc (DOW) stake by 24% in Q1 2026, selling an estimated $412 and leaving 42 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

IMG Wealth Management first reported a position in DOW in Q4 2024 and has held it in 6 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • IMG Wealth Management held 42 shares of Dow Inc worth $1.75K as of Q1 2026.
  • IMG Wealth Management sold 13 Dow Inc shares in Q1 2026, an estimated $412.
  • Dow Inc made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #449 holding.
  • IMG Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 6 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.