Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IAN
Integrated Advisors Network’s
Dow Inc
DOW
Stock Holding History
Integrated Advisors Network’s Portfolio
DOW Stock Details
DOW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-10,711
Closed
-$585K
–
717
2024
Q3
$585K
Sell
10,711
-71,106
-87%
-$3.75M
0.03%
432
2024
Q2
$4.34M
Sell
81,817
-4,129
-5%
-$236K
0.22%
117
2024
Q1
$4.98M
Buy
85,946
+12,196
+17%
+$674K
0.25%
107
2023
Q4
$4.04M
Sell
73,750
-1,551
-2%
-$79.2K
0.23%
118
2023
Q3
$3.88M
Sell
75,301
-2,321
-3%
-$125K
0.24%
112
2023
Q2
$4.13M
Buy
77,622
+65,692
+551%
+$3.49M
0.24%
114
2023
Q1
$654K
Buy
11,930
+89
+0.8%
+$5.01K
0.04%
361
2022
Q4
$597K
Sell
11,841
-437
-4%
-$21.3K
0.04%
373
2022
Q3
$539K
Buy
12,278
+1,128
+10%
+$57.2K
0.04%
378
2022
Q2
$575K
Sell
11,150
-3,308
-23%
-$212K
0.04%
385
2022
Q1
$921K
Buy
14,458
+8,377
+138%
+$505K
0.05%
324
2021
Q4
$345K
Sell
6,081
-927
-13%
-$52.9K
0.02%
496
2021
Q3
$403K
Buy
7,008
+2,289
+49%
+$140K
0.03%
447
2021
Q2
$299K
Buy
4,719
+248
+6%
+$16.4K
0.02%
476
2021
Q1
$286K
Buy
+4,471
New
+$268K
0.03%
441
2020
Q1
–
Sell
-3,718
Closed
-$203K
–
392
2019
Q4
$203K
Buy
+3,718
New
+$192K
0.03%
398
Other funds holding DOW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close