IAA
DOW icon

Independent Advisor Alliance’s Dow Inc DOW Stock Holding History

Independent Advisor Alliance’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 		$377K Sell
9,057
-1,373
-13% -$43.5K ﹤0.01% 1228
2025
Q4 		$244K Sell
10,430
-2,744
-21% -$63.1K 0.01% 867
2025
Q3 		$302K Sell
13,174
-3,953
-23% -$98.5K 0.01% 765
2025
Q2 		$454K Sell
17,127
-955
-5% -$27.8K 0.01% 613
2025
Q1 		$631K Sell
18,082
-1,715
-9% -$65.9K 0.02% 470
2024
Q4 		$794K Sell
19,797
-1,592
-7% -$74.3K 0.01% 795
2024
Q3 		$1.17M Sell
21,389
-16,308
-43% -$861K 0.04% 299
2024
Q2 		$2M Buy
37,697
+2,583
+7% +$148K 0.07% 222
2024
Q1 		$2.03M Sell
35,114
-179
-0.5% -$9.89K 0.07% 215
2023
Q4 		$1.94M Sell
35,293
-283
-0.8% -$14.5K 0.07% 212
2023
Q3 		$1.83M Sell
35,576
-12,476
-26% -$670K 0.08% 205
2023
Q2 		$2.56M Sell
48,052
-272
-0.6% -$14.5K 0.11% 164
2023
Q1 		$2.65M Sell
48,324
-2,119
-4% -$119K 0.13% 148
2022
Q4 		$760K Sell
50,443
-391
-0.8% -$19.1K 0.26% 55
2022
Q3 		$2.23M Sell
50,834
-17,088
-25% -$866K 0.13% 151
2022
Q2 		$3.5M Buy
67,922
+15,920
+31% +$1.02M 0.2% 107
2022
Q1 		$3.31M Buy
52,002
+10,271
+25% +$620K 0.16% 123
2021
Q4 		$2.37M Buy
41,731
+18,936
+83% +$1.08M 0.12% 143
2021
Q3 		$1.31M Buy
22,795
+988
+5% +$60.5K 0.07% 222
2021
Q2 		$1.38M Buy
21,807
+4,243
+24% +$280K 0.08% 214
2021
Q1 		$1.12M Sell
17,564
-490
-3% -$29.3K 0.07% 237
2020
Q4 		$1M Buy
18,054
+1,437
+9% +$74.2K 0.07% 214
2020
Q3 		$782K Sell
16,617
-227
-1% -$10.2K 0.06% 220
2020
Q2 		$687K Sell
16,844
-6,467
-28% -$237K 0.07% 211
2020
Q1 		$682K Buy
23,311
+3,466
+17% +$147K 0.1% 169
2019
Q4 		$1.09M Buy
19,845
+1,542
+8% +$79.7K 0.05% 345
2019
Q3 		$872K Sell
18,303
-1,377
-7% -$64.5K 0.11% 170
2019
Q2 		$970K Buy
+19,680
New +$1.04M 0.14% 149

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

Independent Advisor Alliance's DOW Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Dow Inc (DOW) stake by 13% in Q1 2026, selling an estimated $43.5K and leaving 9,057 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Independent Advisor Alliance first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.5M in Q2 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Independent Advisor Alliance held 9,057 shares of Dow Inc worth $377K as of Q1 2026.
  • Independent Advisor Alliance sold 1,373 Dow Inc shares in Q1 2026, an estimated $43.5K.
  • Dow Inc made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1228 holding.
  • Independent Advisor Alliance first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Independent Advisor Alliance's Dow Inc position peaked at $3.5M in Q2 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.