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IVC Wealth Advisors’s Dow Inc DOW Stock Holding History

IVC Wealth Advisors’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 		– Sell
-11,537
Closed -$403K – 176
2025
Q1 		$403K Sell
11,537
-548
-5% -$21K 0.22% 93
2024
Q4 		$485K Buy
12,085
+560
+5% +$26.1K 0.27% 74
2024
Q3 		$630K Buy
11,525
+164
+1% +$8.66K 0.34% 66
2024
Q2 		$603K Buy
11,361
+1,537
+16% +$87.8K 0.34% 68
2024
Q1 		$569K Buy
9,824
+2,405
+32% +$133K 0.33% 69
2023
Q4 		$407K Sell
7,419
-733
-9% -$37.5K 0.25% 88
2023
Q3 		$420K Buy
8,152
+465
+6% +$25K 0.28% 90
2023
Q2 		$409K Buy
7,687
+441
+6% +$23.4K 0.26% 92
2023
Q1 		$397K Sell
7,246
-401
-5% -$22.6K 0.28% 86
2022
Q4 		$385K Buy
7,647
+2,200
+40% +$107K 0.28% 87
2022
Q3 		$239K Buy
5,447
+918
+20% +$46.5K 0.19% 119
2022
Q2 		$234K Buy
4,529
+266
+6% +$17K 0.18% 123
2022
Q1 		$272K Buy
+4,263
New +$257K 0.18% 119

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IVC Wealth Advisors's DOW Position: Q2 2025 in Review

IVC Wealth Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 11,537 shares — an estimated $403K sold.

IVC Wealth Advisors first reported a position in DOW in Q1 2022 and held it in 13 quarters. The position peaked at $630K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • IVC Wealth Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 11,537 Dow Inc shares in Q2 2025, an estimated $403K.
  • IVC Wealth Advisors first reported a position in Dow Inc in Q1 2022 and held it in 13 quarters.
  • IVC Wealth Advisors's Dow Inc position peaked at $630K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on IVC Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.