Dow shares owned by IFP Advisors
Historical chart of IFP Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 145k | 24.09 |
| 2025-06-30 | $3.3M | 122k | 27.58 |
| 2025-03-31 | $3.2M | 93k | 34.92 |
| 2024-12-31 | $2.6M | 65k | 40.13 |
| 2024-09-30 | $796k | 15k | 54.63 |
| 2024-06-30 | $686k | 13k | 53.05 |
| 2024-03-31 | $775k | 13k | 57.93 |
| 2023-12-31 | $611k | 11k | 54.84 |
| 2023-09-30 | $789k | 15k | 51.56 |
| 2023-06-30 | $736k | 15k | 49.80 |
| 2023-03-31 | $1.1M | 22k | 49.80 |
| 2022-12-31 | $1.1M | 22k | 50.58 |
| 2022-09-30 | $1.9M | 38k | 50.98 |
| 2022-06-30 | $1.8M | 35k | 50.41 |
| 2022-03-31 | $578k | 12k | 50.44 |
| 2021-12-31 | $634k | 11k | 57.08 |
| 2021-09-30 | $696k | 12k | 57.78 |
| 2021-06-30 | $779k | 12k | 63.30 |
| 2021-03-31 | $735k | 12k | 63.89 |
| 2020-12-31 | $460k | 8.3k | 55.60 |
| 2020-09-30 | $392k | 8.3k | 47.18 |
| 2020-06-30 | $282k | 6.9k | 40.99 |
| 2020-03-31 | $201k | 6.7k | 29.83 |
| 2019-12-31 | $284k | 5.2k | 54.73 |
| 2019-09-30 | $363k | 7.7k | 47.19 |