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Dow shares owned by Intercontinental Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Intercontinental Wealth Advisors from 13F filings

Historical chart of Intercontinental Wealth Advisors investment in Dow

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All positions including Dow held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $309k 5.8k 53.26
2023-03-31 $343k 6.3k 54.82
2022-12-31 $315k 6.3k 50.39
2022-09-30 $248k 5.6k 43.92
2022-06-30 $290k 5.6k 51.69
2022-03-31 $357k 5.6k 63.75
2020-09-30 $6.0k 128 46.88
2020-06-30 $6.0k 128 46.88
2019-12-31 $6.0k 128 46.88
2019-09-30 $6.0k 128 46.88
2019-06-30 $6.0k 128 46.88

More positions owned by Intercontinental Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
Ark Etf Tr Innovation Etf (ARKK)
Spdr Gold Tr Gold Shs (GLD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)
Ishares Msci Jpn Etf New (EWJ)
Meta Platforms Cl A (META)
Proshares Tr Ultrapro Qqq (TQQQ)

View all positions for Intercontinental Wealth Advisors

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Invesco
Dimensional Fund Advisors
UBS Group
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Bank of America Corporation
Bank of New York Mellon
FMR

View all funds holding Dow