Dow shares owned by IVC Wealth Advisors
Historical chart of IVC Wealth Advisors investment in Dow
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All positions including Dow held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $630k | 12k | 54.63 |
| 2024-06-30 | $603k | 11k | 53.05 |
| 2024-03-31 | $569k | 9.8k | 57.93 |
| 2023-12-31 | $407k | 7.4k | 54.84 |
| 2023-09-30 | $420k | 8.2k | 51.56 |
| 2023-06-30 | $409k | 7.7k | 53.26 |
| 2023-03-31 | $397k | 7.2k | 54.82 |
| 2022-12-31 | $385k | 7.6k | 50.39 |
| 2022-09-30 | $239k | 5.4k | 43.88 |
| 2022-06-30 | $234k | 4.5k | 51.67 |
| 2022-03-31 | $272k | 4.3k | 63.80 |