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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
Jpmorgan Chase & Co
Pzena Investment Management
Dimensional Fund Advisors
UBS Group
Norges Bank Investment Management
Pacer Advisors
Bank of New York Mellon
Bank of America Corporation
Legal & General Group
State Farm Mutual Automobile Insurance Company
Barclays
Goldman Sachs Group
Charles Schwab Investment Management
Wells Fargo & Company

View all funds holding Dow