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
IF
Ironwood Financial’s
Dow Inc
DOW
Stock Holding History
Ironwood 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
2021
Q4
–
Sell
-1,204
Closed
-$69K
–
227
2021
Q3
$69K
Hold
1,204
–
–
0.02%
176
2021
Q2
$76K
Hold
1,204
–
–
0.02%
154
2021
Q1
$77K
Hold
1,204
–
–
0.03%
145
2020
Q4
$67K
Buy
1,204
+1,048
+672%
+$54.1K
0.03%
151
2020
Q3
$7K
Hold
156
–
–
﹤0.01%
288
2020
Q2
$6K
Hold
156
–
–
﹤0.01%
289
2020
Q1
$5K
Sell
156
-456
-75%
-$19.4K
﹤0.01%
268
2019
Q4
$33K
Hold
612
–
–
0.02%
150
2019
Q3
$29K
Hold
612
–
–
0.01%
163
2019
Q2
$30K
Buy
+612
New
+$32.3K
0.01%
160
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
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
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
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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