IWM
IHT Wealth Management’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 | $3M | Sell |
6,815
-1,723
| -20% | -$759K | 0.08% | 236 |
|
|
2025
Q1 | $3.58M | Sell |
8,538
-1,183
| -12% | -$497K | 0.11% | 180 |
|
|
2024
Q4 | $4.14M | Sell |
9,721
-90
| -0.9% | -$38.3K | 0.13% | 150 |
|
|
2024
Q3 | $4.15M | Buy |
9,811
+3,213
| +49% | +$1.36M | 0.12% | 178 |
|
|
2024
Q2 | $2.58M | Sell |
6,598
-1,933
| -23% | -$756K | 0.1% | 210 |
|
|
2024
Q1 | $3.39M | Sell |
8,531
-565
| -6% | -$225K | 0.14% | 150 |
|
|
2023
Q4 | $3.43M | Buy |
9,096
+3,959
| +77% | +$1.49M | 0.15% | 137 |
|
|
2023
Q3 | $1.72M | Buy |
5,137
+530
| +12% | +$178K | 0.09% | 218 |
|
|
2023
Q2 | $1.58M | Sell |
4,607
-3,111
| -40% | -$1.07M | 0.08% | 230 |
|
|
2023
Q1 | $2.57M | Sell |
7,718
-57,005
| -88% | -$19M | 0.15% | 134 |
|
|
2022
Q4 | $21.4M | Buy |
64,723
+60,583
| +1,463% | +$20.1M | 1.35% | 9 |
|
|
2022
Q3 | $1.19M | Buy |
4,140
+634
| +18% | +$182K | 0.09% | 248 |
|
|
2022
Q2 | $1.08M | Buy |
3,506
+1,323
| +61% | +$407K | 0.1% | 227 |
|
|
2022
Q1 | $757K | Buy |
2,183
+1,103
| +102% | +$382K | 0.06% | 318 |
|
|
2021
Q4 | $392K | Buy |
1,080
+163
| +18% | +$59.2K | 0.03% | 510 |
|
|
2021
Q3 | $310K | Sell |
917
-832
| -48% | -$281K | 0.03% | 579 |
|
|
2021
Q2 | $603K | Buy |
1,749
+859
| +97% | +$296K | 0.04% | 462 |
|
|
2021
Q1 | $294K | Sell |
890
-109
| -11% | -$36K | 0.02% | 640 |
|
|
2020
Q4 | $305K | Sell |
999
-869
| -47% | -$265K | 0.03% | 557 |
|
|
2020
Q3 | $518K | Sell |
1,868
-20,764
| -92% | -$5.76M | 0.05% | 338 |
|
|
2020
Q2 | $5.84M | Buy |
+22,632
| New | +$5.84M | 0.8% | 17 |
|
|
2020
Q1 | – | Sell |
-4,171
| Closed | -$1.19M | – | 574 |
|
|
2019
Q4 | $1.19M | Sell |
4,171
-202
| -5% | -$57.6K | 0.14% | 167 |
|
|
2019
Q3 | $1.18M | Buy |
4,373
+152
| +4% | +$40.9K | 0.16% | 147 |
|
|
2019
Q2 | $1.12M | Buy |
+4,221
| New | +$1.12M | 0.16% | 144 |
|
|
2018
Q3 | – | Sell |
-3,296
| Closed | -$800K | – | 432 |
|
|
2018
Q2 | $800K | Sell |
3,296
-147
| -4% | -$35.7K | 0.2% | 136 |
|
|
2018
Q1 | $813K | Sell |
3,443
-4,636
| -57% | -$1.09M | 0.22% | 118 |
|
|
2017
Q4 | $2.04M | Buy |
8,079
+7,987
| +8,682% | +$2.02M | 0.54% | 31 |
|
|
2017
Q3 | $21K | Buy |
92
+76
| +475% | +$17.3K | 0.01% | 759 |
|
|
2017
Q2 | $19 | Hold |
16
| – | – | 0.01% | 794 |
|
|
2017
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 1024 |
|