Iams Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Iams Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,947	Closed	-$1.11M	–	117
2023 Q4	$1.11M	Buy	2,947 +60	+2%	+$21K	0.72%	47
2023 Q3	$967K	Buy	+2,887	New	+$1M	0.67%	52
2023 Q1	–	Sell	-2,158	Closed	-$715K	–	103
2022 Q4	$715K	Buy	+2,158	New	+$701K	0.73%	45

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Iams Wealth Management's DIA Position: Q1 2024 in Review

Iams Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 2,947 shares — an estimated $1.11M sold.

Iams Wealth Management first reported a position in DIA in Q4 2022 and held it in 3 quarters. The position peaked at $1.11M in Q4 2023. 1,152 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Iams Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Iams Wealth Management sold 2,947 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $1.11M.
Iams Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 3 quarters.
Iams Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.11M in Q4 2023.
1,152 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Iams Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.