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IRON Financial’s Dow Inc DOW Stock Holding History

IRON Financial’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 		$224K Buy
8,191
+599
+8% +$21.7K 0.09% 142
2026
Q1 		$316K Sell
7,592
-2,185
-22% -$69.3K 0.14% 90
2025
Q4 		$229K Sell
9,777
-106
-1% -$2.44K 0.11% 118
2025
Q3 		$227K Buy
+9,883
New +$246K 0.11% 116
2025
Q2 		– Sell
-5,977
Closed -$209K – 128
2025
Q1 		$209K Buy
+5,977
New +$230K 0.12% 108

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IRON Financial's DOW Position: Q2 2026 in Review

IRON Financial increased its Dow Inc (DOW) stake by 7.9% in Q2 2026, buying an estimated $21.7K and bringing the position to 8,191 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #142.

IRON Financial first reported a position in DOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $316K in Q1 2026. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • IRON Financial held 8,191 shares of Dow Inc worth $224K as of Q2 2026.
  • IRON Financial bought 599 Dow Inc shares in Q2 2026, an estimated $21.7K.
  • Dow Inc made up 0.09% of IRON Financial's portfolio in Q2 2026, its #142 holding.
  • IRON Financial first reported a position in Dow Inc in Q1 2025 and has held it in 5 quarters since.
  • IRON Financial's Dow Inc position peaked at $316K in Q1 2026.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.