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

IFS 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	$256K	Hold	491	–	–	0.12%	24
2026 Q1	$227K	Hold	491	–	–	0.12%	24
2025 Q4	$236K	Hold	491	–	–	0.12%	25
2025 Q3	$228K	Hold	491	–	–	0.13%	24
2025 Q2	$216K	Hold	491	–	–	0.16%	17
2025 Q1	$206K	Hold	491	–	–	0.17%	16
2024 Q4	$209K	Hold	491	–	–	0.16%	17
2024 Q3	$208K	Hold	491	–	–	0.16%	15
2024 Q2	$192K	Hold	491	–	–	0.16%	16
2024 Q1	$195K	Hold	491	–	–	0.17%	15
2023 Q4	$185K	Hold	491	–	–	0.22%	14
2023 Q3	$164K	Hold	491	–	–	0.31%	13
2023 Q2	$169K	Hold	491	–	–	0.42%	9
2023 Q1	$163K	Hold	491	–	–	0.67%	7
2022 Q4	$163K	Hold	491	–	–	0.28%	9
2022 Q3	$141K	Hold	491	–	–	0.26%	10
2022 Q2	$151K	Hold	491	–	–	0.4%	8
2022 Q1	$170K	Buy	491 +28	+6%	+$9.71K	0.16%	13
2021 Q4	$168K	Buy	+463	New	+$165K	0.12%	27
2021 Q1	–	Sell	-434	Closed	-$132K	–	53
2020 Q4	$132K	Buy	+434	New	+$126K	0.1%	22

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

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

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFS Advisors's DIA Position: Q2 2026 in Review

IFS Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 491 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #24.

IFS Advisors first reported a position in DIA in Q4 2020 and has held it in 20 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

IFS Advisors held 491 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $256K as of Q2 2026.
IFS Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of IFS Advisors's portfolio in Q2 2026, its #24 holding.
IFS Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 20 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.