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Iron Horse Wealth Management’s Dow Inc DOW Stock Holding History

Iron Horse 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
2025
Q2 		$23.1K Hold
871
– – 0.01% 197
2025
Q1 		$30.4K Hold
871
– – 0.01% 160
2024
Q4 		$35K Hold
871
– – 0.01% 142
2024
Q3 		$47.6K Hold
871
– – 0.02% 115
2024
Q2 		$46.2K Hold
871
– – 0.02% 107
2024
Q1 		$50.5K Hold
871
– – 0.02% 87
2023
Q4 		$47.8K Sell
871
-550
-39% -$28.1K 0.02% 82
2023
Q3 		$73.3K Buy
1,421
+15
+1% +$805 0.04% 65
2023
Q2 		$74.9K Buy
1,406
+200
+17% +$10.6K 0.04% 64
2023
Q1 		$66.1K Sell
1,206
-275
-19% -$15.5K 0.03% 68
2022
Q4 		$75K Buy
1,481
+1,131
+323% +$55.3K 0.04% 61
2022
Q3 		$15K Sell
350
-1,116
-76% -$56.6K 0.02% 75
2022
Q2 		$76K Buy
1,466
+153
+12% +$9.8K 0.04% 59
2022
Q1 		$84K Hold
1,313
– – 0.05% 61
2021
Q4 		$74K Buy
1,313
+382
+41% +$21.8K 0.04% 60
2021
Q3 		$54K Hold
931
– – 0.03% 62
2021
Q2 		$59K Buy
931
+327
+54% +$21.6K 0.04% 61
2021
Q1 		$39K Sell
604
-75
-11% -$4.49K 0.03% 71
2020
Q4 		$38K Buy
+679
New +$35.1K 0.03% 68

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iron Horse Wealth Management's DOW Position: Q2 2025 in Review

Iron Horse Wealth Management held its Dow Inc (DOW) position steady in Q2 2025 at 871 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #197.

Iron Horse Wealth Management first reported a position in DOW in Q4 2020 and has held it in 19 quarters since. The position peaked at $84K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Iron Horse Wealth Management held 871 shares of Dow Inc worth $23.1K as of Q2 2025.
  • Iron Horse Wealth Management left its Dow Inc share count unchanged in Q2 2025.
  • Dow Inc made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #197 holding.
  • Iron Horse Wealth Management first reported a position in Dow Inc in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's Dow Inc position peaked at $84K in Q1 2022.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.