InTrack Investment Management’s Dow Inc DOW Stock Holding History

InTrack Investment 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	-7,945	Closed	-$318K	–	94
2024 Q4	$318K	Sell	7,945 -2,942	-27%	-$137K	0.22%	92
2024 Q3	$595K	Buy	10,887 +25	+0.2%	+$1.32K	0.42%	72
2024 Q2	$576K	Sell	10,862 -12,191	-53%	-$696K	0.41%	71
2024 Q1	$1.34M	Buy	23,053 +670	+3%	+$37K	0.99%	30
2023 Q4	$1.23M	Buy	22,383 +2,900	+15%	+$148K	0.92%	32
2023 Q3	$1M	Buy	19,483 +3,217	+20%	+$173K	0.88%	30
2023 Q2	$866K	Sell	16,266 -1,050	-6%	-$55.8K	0.71%	48
2023 Q1	$940K	Sell	17,316 -1,922	-10%	-$108K	0.86%	38
2022 Q4	$969K	Buy	19,238 +760	+4%	+$37.1K	0.97%	31
2022 Q3	$812K	Buy	18,478 +7,270	+65%	+$369K	0.9%	37
2022 Q2	$578K	Sell	11,208 -6,515	-37%	-$417K	0.59%	55
2022 Q1	$1.13M	Sell	17,723 -8,444	-32%	-$509K	0.92%	39
2021 Q4	$1.48M	Buy	+26,167	New	+$1.49M	1.03%	37

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

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return