IAA
Independent Advisor Alliance’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 | $295K | Buy |
+669
| New | +$295K | 0.01% | 727 |
|
|
2025
Q1 | – | Sell |
-50,774
| Closed | -$21.6M | – | 914 |
|
|
2024
Q4 | $21.6M | Buy |
+50,774
| New | +$21.6M | 0.29% | 74 |
|
|
2024
Q3 | – | Sell |
-823
| Closed | -$322K | – | 723 |
|
|
2024
Q2 | $322K | Buy |
823
+143
| +21% | +$55.9K | 0.01% | 557 |
|
|
2024
Q1 | $270K | Hold |
680
| – | – | 0.01% | 594 |
|
|
2023
Q4 | $256K | Buy |
+680
| New | +$256K | 0.01% | 589 |
|
|
2021
Q3 | – | Sell |
-7,850
| Closed | -$2.71M | – | 642 |
|
|
2021
Q2 | $2.71M | Buy |
7,850
+50
| +0.6% | +$17.2K | 0.15% | 140 |
|
|
2021
Q1 | $2.58M | Buy |
+7,800
| New | +$2.58M | 0.15% | 130 |
|
|
2020
Q1 | – | Sell |
-19,956
| Closed | -$5.69M | – | 481 |
|
|
2019
Q4 | $5.69M | Buy |
+19,956
| New | +$5.69M | 0.25% | 90 |
|
|
2017
Q2 | – | Sell |
-44,159
| Closed | -$9.11M | – | 263 |
|
|
2017
Q1 | $9.11M | Buy |
+44,159
| New | +$9.11M | 1.44% | 7 |
|