Innovative Wealth Building’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Innovative Wealth Building’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	$716K	Buy	1,371 +2	+0.1%	+$999	0.42%	40
2026 Q1	$634K	Buy	1,369 +5	+0.4%	+$2.42K	0.45%	36
2025 Q4	$655K	Buy	1,364 +6	+0.4%	+$2.84K	0.48%	35
2025 Q3	$630K	Buy	1,358 +97	+8%	+$43.7K	0.49%	35
2025 Q2	$556K	Sell	1,261 -540	-30%	-$224K	0.46%	35
2025 Q1	$756K	Buy	1,801 +28	+2%	+$12.1K	0.7%	28
2024 Q4	$755K	Buy	+1,773	New	+$767K	0.68%	27

Other funds holding DIA

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Innovative Wealth Building's DIA Position: Q2 2026 in Review

Innovative Wealth Building increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.15% in Q2 2026, buying an estimated $999 and bringing the position to 1,371 shares worth $716K. The position accounts for 0.42% of the portfolio, ranked #40.

Innovative Wealth Building first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q1 2025. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Innovative Wealth Building held 1,371 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $716K as of Q2 2026.
Innovative Wealth Building bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $999.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.42% of Innovative Wealth Building's portfolio in Q2 2026, its #40 holding.
Innovative Wealth Building first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $756K in Q1 2025.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.