IWA
IBEX Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+546
| New | +$241K | 0.03% | 181 |
|
|
2025
Q1 | – | Sell |
-762
| Closed | -$324K | – | 142 |
|
|
2024
Q4 | $324K | Buy |
+762
| New | +$324K | 0.04% | 166 |
|
|
2023
Q1 | – | Sell |
-1,303
| Closed | -$432K | – | 109 |
|
|
2022
Q4 | $432K | Buy |
+1,303
| New | +$432K | 0.1% | 138 |
|