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Institute for Wealth Management’s Dow Inc DOW Stock Holding History

Institute for 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
Q2 		$144K Sell
5,246
-163
-3% -$5.92K 0.01% 602
2026
Q1 		$225K Buy
+5,409
New +$172K 0.02% 499
2025
Q3 		– Sell
-8,847
Closed -$234K – 568
2025
Q2 		$234K Sell
8,847
-305
-3% -$8.87K 0.03% 502
2025
Q1 		$320K Sell
9,152
-675
-7% -$25.9K 0.04% 398
2024
Q4 		$394K Sell
9,827
-607
-6% -$28.3K 0.05% 338
2024
Q3 		$570K Sell
10,434
-35
-0.3% -$1.85K 0.07% 270
2024
Q2 		$555K Sell
10,469
-31
-0.3% -$1.77K 0.07% 260
2024
Q1 		$608K Buy
10,500
+58
+0.6% +$3.21K 0.08% 250
2023
Q4 		$573K Sell
10,442
-147
-1% -$7.51K 0.09% 241
2023
Q3 		$546K Sell
10,589
-35
-0.3% -$1.88K 0.1% 242
2023
Q2 		$566K Sell
10,624
-159
-1% -$8.45K 0.1% 237
2023
Q1 		$591K Sell
10,783
-257
-2% -$14.5K 0.11% 231
2022
Q4 		$556K Sell
11,040
-1,290
-10% -$63K 0.12% 240
2022
Q3 		$542K Sell
12,330
-38
-0.3% -$1.93K 0.12% 221
2022
Q2 		$638K Sell
12,368
-6
-0% -$384 0.13% 203
2022
Q1 		$788K Sell
12,374
-116
-0.9% -$7K 0.13% 198
2021
Q4 		$708K Buy
12,490
+136
+1% +$7.75K 0.12% 213
2021
Q3 		$711K Sell
12,354
-66
-0.5% -$4.04K 0.12% 202
2021
Q2 		$786K Sell
12,420
-48
-0.4% -$3.17K 0.14% 184
2021
Q1 		$797K Buy
12,468
+17
+0.1% +$1.02K 0.15% 179
2020
Q4 		$691K Buy
12,451
+1,095
+10% +$56.5K 0.14% 194
2020
Q3 		$534K Sell
11,356
-86
-0.8% -$3.86K 0.12% 216
2020
Q2 		$466K Buy
11,442
+163
+1% +$5.97K 0.11% 245
2020
Q1 		$330K Buy
11,279
+1,026
+10% +$43.6K 0.1% 261
2019
Q4 		$561K Sell
10,253
-4,642
-31% -$240K 0.13% 229
2019
Q3 		$710K Sell
14,895
-2,975
-17% -$139K 0.18% 166
2019
Q2 		$881K Buy
+17,870
New +$943K 0.2% 150

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

Institute for Wealth Management's DOW Position: Q2 2026 in Review

Institute for Wealth Management reduced its Dow Inc (DOW) stake by 3% in Q2 2026, selling an estimated $5.92K and leaving 5,246 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #602.

Institute for Wealth Management first reported a position in DOW in Q2 2019 and has held it in 27 quarters since. The position peaked at $881K in Q2 2019. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Institute for Wealth Management held 5,246 shares of Dow Inc worth $144K as of Q2 2026.
  • Institute for Wealth Management sold 163 Dow Inc shares in Q2 2026, an estimated $5.92K.
  • Dow Inc made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Institute for Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's Dow Inc position peaked at $881K in Q2 2019.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.