Investment House LLC’s Dow Inc DOW Stock Holding History

Investment House LLC’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 Q3	–	Sell	-50,490	Closed	-$1.34M	–	227
2025 Q2	$1.34M	Sell	50,490 -34,696	-41%	-$1.01M	0.07%	130
2025 Q1	$2.97M	Buy	85,186 +40,545	+91%	+$1.56M	0.17%	96
2024 Q4	$1.79M	Sell	44,641 -77,605	-63%	-$3.62M	0.1%	118
2024 Q3	$6.68M	Buy	122,246 +25,790	+27%	+$1.36M	0.36%	65
2024 Q2	$5.12M	Buy	96,456 +6,055	+7%	+$346K	0.29%	69
2024 Q1	$5.24M	Buy	90,401 +31,322	+53%	+$1.73M	0.31%	73
2023 Q4	$3.24M	Sell	59,079 -1,883	-3%	-$96.2K	0.23%	78
2023 Q3	$3.14M	Sell	60,962 -22,046	-27%	-$1.18M	0.25%	77
2023 Q2	$4.42M	Buy	83,008 +5,025	+6%	+$267K	0.33%	73
2023 Q1	$4.28M	Buy	77,983 +8,941	+13%	+$503K	0.35%	69
2022 Q4	$3.48M	Buy	69,042 +48,555	+237%	+$2.37M	0.33%	69
2022 Q3	$900K	Buy	+20,487	New	+$1.04M	0.08%	102
2019 Q4	–	Sell	-7,361	Closed	-$351K	–	227
2019 Q3	$351K	Sell	7,361 -3,564	-33%	-$167K	0.04%	157
2019 Q2	$539K	Buy	+10,925	New	+$577K	0.06%	136

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return