IA
IFP 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 | $7.13M | Sell |
16,188
-4,273
| -21% | -$1.88M | 0.2% | 100 |
|
|
2025
Q1 | $8.59M | Buy |
20,461
+5,165
| +34% | +$2.17M | 0.26% | 79 |
|
|
2024
Q4 | $6.51M | Sell |
15,296
-9,811
| -39% | -$4.17M | 0.21% | 96 |
|
|
2024
Q3 | $10.6M | Sell |
25,107
-22,575
| -47% | -$9.56M | 0.38% | 50 |
|
|
2024
Q2 | $18.7M | Buy |
47,682
+5,354
| +13% | +$2.09M | 0.74% | 23 |
|
|
2024
Q1 | $16.8M | Sell |
42,328
-1,824
| -4% | -$726K | 0.74% | 22 |
|
|
2023
Q4 | $16.6M | Buy |
44,152
+22,306
| +102% | +$8.41M | 0.79% | 18 |
|
|
2023
Q3 | $7.32M | Buy |
21,846
+1,306
| +6% | +$437K | 0.33% | 69 |
|
|
2023
Q2 | $7.06M | Buy |
20,540
+16,375
| +393% | +$5.63M | 0.3% | 71 |
|
|
2023
Q1 | $701K | Sell |
4,165
-3,361
| -45% | -$566K | 0.03% | 487 |
|
|
2022
Q4 | $1.27M | Buy |
7,526
+4,626
| +160% | +$781K | 0.03% | 529 |
|
|
2022
Q3 | $518K | Buy |
2,900
+339
| +13% | +$60.6K | 0.01% | 914 |
|
|
2022
Q2 | $451K | Hold |
2,561
| – | – | 0.01% | 897 |
|
|
2022
Q1 | $451K | Buy |
2,561
+1,404
| +121% | +$247K | 0.01% | 897 |
|
|
2021
Q4 | $422K | Sell |
1,157
-5,735
| -83% | -$2.09M | 0.01% | 646 |
|
|
2021
Q3 | $2.33M | Buy |
6,892
+3,679
| +115% | +$1.25M | 0.05% | 220 |
|
|
2021
Q2 | $1.11M | Buy |
3,213
+2,058
| +178% | +$710K | 0.02% | 358 |
|
|
2021
Q1 | $382K | Sell |
1,155
-113
| -9% | -$37.4K | 0.01% | 601 |
|
|
2020
Q4 | $390K | Sell |
1,268
-4,680
| -79% | -$1.44M | 0.02% | 580 |
|
|
2020
Q3 | $1.65M | Buy |
5,948
+4,554
| +327% | +$1.27M | 0.1% | 200 |
|
|
2020
Q2 | $362K | Sell |
1,394
-9,836
| -88% | -$2.55M | 0.03% | 488 |
|
|
2020
Q1 | $2.53M | Sell |
11,230
-2,184
| -16% | -$492K | 0.26% | 88 |
|
|
2019
Q4 | $3.84M | Sell |
13,414
-289
| -2% | -$82.7K | 0.29% | 79 |
|
|
2019
Q3 | $3.67M | Buy |
+13,703
| New | +$3.67M | 0.25% | 92 |
|
|
2019
Q1 | $1.21M | Sell |
4,657
-10,791
| -70% | -$2.79M | 0.16% | 128 |
|
|
2018
Q4 | $3.56M | Sell |
15,448
-9,183
| -37% | -$2.12M | 0.22% | 104 |
|
|
2018
Q3 | $6.51M | Sell |
24,631
-221
| -0.9% | -$58.4K | 0.27% | 75 |
|
|
2018
Q2 | $6.03M | Buy |
24,852
+7,193
| +41% | +$1.75M | 0.25% | 90 |
|
|
2018
Q1 | $4.37M | Hold |
17,659
| – | – | 0.2% | 112 |
|
|
2017
Q4 | $4.37M | Sell |
17,659
-511
| -3% | -$126K | 0.2% | 112 |
|
|
2017
Q3 | $4.07M | Sell |
18,170
-1,432
| -7% | -$321K | 0.16% | 139 |
|
|
2017
Q2 | $4.18M | Buy |
19,602
+10,012
| +104% | +$2.13M | 0.18% | 122 |
|
|
2017
Q1 | $1.98M | Sell |
9,590
-6,845
| -42% | -$1.41M | 0.09% | 258 |
|
|
2016
Q4 | $3.25M | Buy |
16,435
+7,948
| +94% | +$1.57M | 0.16% | 147 |
|
|
2016
Q3 | $1.55M | Sell |
8,487
-1,691
| -17% | -$309K | 0.08% | 261 |
|
|
2016
Q2 | $1.82M | Buy |
10,178
+5,521
| +119% | +$988K | 0.1% | 227 |
|
|
2016
Q1 | $1.21M | Sell |
4,657
-3,964
| -46% | -$1.03M | 0.16% | 128 |
|
|
2015
Q4 | $1.5M | Buy |
+8,621
| New | +$1.5M | 0.1% | 218 |
|