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Independent Solutions Wealth Management’s Dow Inc DOW Stock Holding History

Independent Solutions 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
2025
Q1 		– Sell
-18,608
Closed -$747K – 177
2024
Q4 		$747K Sell
18,608
-1,904
-9% -$88.8K 0.16% 116
2024
Q3 		$1.12M Buy
20,512
+290
+1% +$15.3K 0.25% 93
2024
Q2 		$1.07M Buy
20,222
+464
+2% +$26.5K 0.25% 95
2024
Q1 		$1.14M Buy
19,758
+1,184
+6% +$65.4K 0.27% 90
2023
Q4 		$1.02M Buy
18,574
+678
+4% +$34.6K 0.26% 89
2023
Q3 		$923K Buy
17,896
+3,353
+23% +$180K 0.24% 96
2023
Q2 		$775K Buy
14,543
+2,333
+19% +$124K 0.19% 108
2023
Q1 		$669K Buy
12,210
+1,116
+10% +$62.8K 0.2% 102
2022
Q4 		$559K Sell
11,094
-11,768
-51% -$575K 0.17% 115
2022
Q3 		$1M Buy
22,862
+2,594
+13% +$132K 0.33% 73
2022
Q2 		$1.05M Buy
20,268
+11,578
+133% +$741K 0.33% 74
2022
Q1 		$554K Sell
8,690
-68
-0.8% -$4.1K 0.13% 129
2021
Q4 		$497K Sell
8,758
-5,542
-39% -$316K 0.12% 134
2021
Q3 		$823K Buy
14,300
+1,280
+10% +$78.4K 0.2% 100
2021
Q2 		$824K Buy
13,020
+4,603
+55% +$304K 0.2% 100
2021
Q1 		$538K Buy
8,417
+171
+2% +$10.2K 0.15% 115
2020
Q4 		$458K Sell
8,246
-981
-11% -$50.6K 0.14% 113
2020
Q3 		$434K Buy
9,227
+190
+2% +$8.53K 0.17% 103
2020
Q2 		$368K Buy
+9,037
New +$331K 0.16% 109

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Solutions Wealth Management's DOW Position: Q1 2025 in Review

Independent Solutions Wealth Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 18,608 shares — an estimated $747K sold.

Independent Solutions Wealth Management first reported a position in DOW in Q2 2020 and held it in 19 quarters. The position peaked at $1.14M in Q1 2024. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Independent Solutions Wealth Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 18,608 Dow Inc shares in Q1 2025, an estimated $747K.
  • Independent Solutions Wealth Management first reported a position in Dow Inc in Q2 2020 and held it in 19 quarters.
  • Independent Solutions Wealth Management's Dow Inc position peaked at $1.14M in Q1 2024.
  • 1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.