IFG
DOW icon

Independent Financial Group’s Dow Inc DOW Stock Holding History

Independent Financial Group’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 		$1.52M Buy
55,457
+6,429
+13% +$233K 0.03% 539
2026
Q1 		$2.04M Buy
49,028
+11,618
+31% +$368K 0.05% 399
2025
Q4 		$875K Buy
37,410
+3,575
+11% +$82.2K 0.02% 671
2025
Q3 		$776K Sell
33,835
-1,955
-5% -$48.7K 0.02% 686
2025
Q2 		$948K Buy
35,790
+17,940
+101% +$522K 0.03% 565
2025
Q1 		$623K Buy
17,850
+2,087
+13% +$80.1K 0.02% 628
2024
Q4 		$633K Sell
15,763
-1,410
-8% -$65.8K 0.02% 620
2024
Q3 		$938K Sell
17,173
-11,705
-41% -$618K 0.03% 460
2024
Q2 		$1.53M Buy
28,878
+9,019
+45% +$515K 0.06% 289
2024
Q1 		$1.15M Sell
19,859
-558
-3% -$30.8K 0.05% 338
2023
Q4 		$1.12M Buy
20,417
+659
+3% +$33.7K 0.06% 331
2023
Q3 		$1.02M Buy
19,758
+5,458
+38% +$293K 0.07% 311
2023
Q2 		$762K Buy
14,300
+941
+7% +$50K 0.05% 376
2023
Q1 		$732K Buy
13,359
+184
+1% +$10.4K 0.06% 359
2022
Q4 		$664K Buy
13,175
+1,567
+13% +$76.6K 0.06% 347
2022
Q3 		$510K Buy
11,608
+6,481
+126% +$329K 0.05% 390
2022
Q2 		$265K Buy
5,127
+681
+15% +$43.6K 0.03% 539
2022
Q1 		$283K Sell
4,446
-1,318
-23% -$79.5K 0.02% 616
2021
Q4 		$327K Sell
5,764
-8,489
-60% -$484K 0.03% 559
2021
Q3 		$820K Sell
14,253
-5,177
-27% -$317K 0.08% 262
2021
Q2 		$1.23M Sell
19,430
-3,120
-14% -$206K 0.13% 176
2021
Q1 		$1.44M Buy
22,550
+15,923
+240% +$953K 0.19% 135
2020
Q4 		$368K Sell
6,627
-1,341
-17% -$69.2K 0.05% 371
2020
Q3 		$375K Buy
7,968
+800
+11% +$35.9K 0.07% 306
2020
Q2 		$292K Buy
+7,168
New +$262K 0.06% 321

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

Independent Financial Group's DOW Position: Q2 2026 in Review

Independent Financial Group increased its Dow Inc (DOW) stake by 13% in Q2 2026, buying an estimated $233K and bringing the position to 55,457 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #539.

Independent Financial Group first reported a position in DOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.04M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Independent Financial Group held 55,457 shares of Dow Inc worth $1.52M as of Q2 2026.
  • Independent Financial Group bought 6,429 Dow Inc shares in Q2 2026, an estimated $233K.
  • Dow Inc made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #539 holding.
  • Independent Financial Group first reported a position in Dow Inc in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Dow Inc position peaked at $2.04M in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.