IA
DIA icon

IFG Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

IFG Advisors’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
2026
Q2 		$6.16M Buy
11,796
+11
+0.1% +$5.49K 0.85% 23
2026
Q1 		$5.46M Sell
11,785
-311
-3% -$151K 0.89% 23
2025
Q4 		$5.81M Sell
12,096
-212
-2% -$100K 0.97% 21
2025
Q3 		$5.71M Sell
12,308
-364
-3% -$164K 0.93% 21
2025
Q2 		$5.58M Buy
12,672
+40
+0.3% +$16.6K 0.94% 22
2025
Q1 		$5.3M Buy
12,632
+12
+0.1% +$5.19K 1.02% 21
2024
Q4 		$5.37M Sell
12,620
-78
-0.6% -$33.8K 1.07% 19
2024
Q3 		$5.37M Buy
12,698
+44
+0.3% +$17.9K 1.15% 17
2024
Q2 		$4.95M Buy
12,654
+57
+0.5% +$22.1K 1.17% 17
2024
Q1 		$5.01M Buy
12,597
+55
+0.4% +$21.2K 1.3% 15
2023
Q4 		$4.73M Sell
12,542
-6
-0% -$2.1K 1.39% 15
2023
Q3 		$4.2M Buy
12,548
+56
+0.4% +$19.4K 1.49% 15
2023
Q2 		$4.3M Buy
12,492
+65
+0.5% +$21.9K 1.52% 15
2023
Q1 		$4.13M Buy
12,427
+58
+0.5% +$19.3K 1.63% 15
2022
Q4 		$4.1M Buy
12,369
+64
+0.5% +$20.8K 1.79% 15
2022
Q3 		$3.54M Buy
12,305
+57
+0.5% +$18.1K 1.79% 13
2022
Q2 		$3.77M Buy
12,248
+62
+0.5% +$20.3K 1.91% 13
2022
Q1 		$4.23M Sell
12,186
-1,790
-13% -$621K 1.87% 14
2021
Q4 		$5.08M Buy
13,976
+62
+0.4% +$22K 2.15% 12
2021
Q3 		$4.71M Buy
13,914
+52
+0.4% +$18.2K 2.16% 12
2021
Q2 		$4.78M Buy
13,862
+54
+0.4% +$18.4K 2.28% 12
2021
Q1 		$4.56M Sell
13,808
-98
-0.7% -$30.9K 2.49% 12
2020
Q4 		$4.25M Buy
13,906
+68
+0.5% +$19.8K 2.63% 12
2020
Q3 		$3.84M Buy
13,838
+105
+0.8% +$28.7K 2.72% 12
2020
Q2 		$3.54M Sell
13,733
-3,548
-21% -$872K 2.8% 11
2020
Q1 		$3.79M Buy
+17,281
New +$4.59M 3.74% 7

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFG Advisors's DIA Position: Q2 2026 in Review

IFG Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.09% in Q2 2026, buying an estimated $5.49K and bringing the position to 11,796 shares worth $6.16M. The position accounts for 0.85% of the portfolio, ranked #23.

IFG Advisors first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • IFG Advisors held 11,796 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.16M as of Q2 2026.
  • IFG Advisors bought 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.49K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.85% of IFG Advisors's portfolio in Q2 2026, its #23 holding.
  • IFG Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.