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 Q3	–	Sell	-1,371	Closed	-$716K	–	89
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Innovative Wealth Building's DIA Position: Q3 2026 in Review

Innovative Wealth Building sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 1,371 shares — an estimated $716K sold.

Innovative Wealth Building first reported a position in DIA in Q4 2024 and held it in 7 quarters. The position peaked at $756K in Q1 2025. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Innovative Wealth Building reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
Innovative Wealth Building sold 1,371 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $716K.
Innovative Wealth Building first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and held it in 7 quarters.
Innovative Wealth Building's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $756K in Q1 2025.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.