Dow shares owned by Icon Wealth Advisors
Historical chart of Icon Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $337k | 8.5k | 39.55 |
| 2023-12-31 | $235k | 4.3k | 54.84 |