Wolff Financial Management’s Dow Inc DOW Stock Holding History

Wolff Financial 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	–	Sell	-8,270	Closed	-$289K	–	99
2025 Q1	$289K	Hold	8,270	–	–	0.08%	80
2024 Q4	$332K	Hold	8,270	–	–	0.09%	76
2024 Q3	$452K	Buy	+8,270	New	+$437K	0.12%	72
2024 Q2	–	Sell	-8,270	Closed	-$479K	–	48
2024 Q1	$479K	Hold	8,270	–	–	0.14%	68
2023 Q4	$454K	Hold	8,270	–	–	0.14%	71
2023 Q3	$426K	Buy	+8,270	New	+$444K	0.15%	69
2023 Q2	–	Sell	-8,270	Closed	-$453K	–	48
2023 Q1	$453K	Hold	8,270	–	–	0.16%	71
2022 Q4	$417K	Hold	8,270	–	–	0.15%	74
2022 Q3	$363K	Hold	8,270	–	–	0.17%	77
2022 Q2	$427K	Hold	8,270	–	–	0.19%	74
2022 Q1	$527K	Hold	8,270	–	–	0.21%	71
2021 Q4	$469K	Buy	+8,270	New	+$472K	0.18%	75
2021 Q1	$529K	Buy	8,270 +2,541	+44%	+$152K	0.24%	65
2020 Q4	$318K	Hold	5,729	–	–	0.17%	76
2020 Q3	$270K	Hold	5,729	–	–	0.16%	76
2020 Q2	$234K	Buy	+5,729	New	+$210K	0.15%	78

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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