IFWM
Institute for 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 | $519K | Buy |
1,178
+109
| +10% | +$48K | 0.06% | 303 |
|
|
2025
Q1 | $449K | Buy |
1,069
+1
| +0.1% | +$420 | 0.06% | 316 |
|
|
2024
Q4 | $454K | Buy |
1,068
+3
| +0.3% | +$1.28K | 0.06% | 304 |
|
|
2024
Q3 | $451K | Buy |
1,065
+1
| +0.1% | +$423 | 0.06% | 321 |
|
|
2024
Q2 | $416K | Sell |
1,064
-2,258
| -68% | -$883K | 0.06% | 317 |
|
|
2024
Q1 | $1.32M | Sell |
3,322
-322
| -9% | -$128K | 0.17% | 125 |
|
|
2023
Q4 | $1.37M | Buy |
3,644
+2
| +0.1% | +$754 | 0.22% | 109 |
|
|
2023
Q3 | $1.22M | Sell |
3,642
-599
| -14% | -$201K | 0.22% | 110 |
|
|
2023
Q2 | $1.46M | Buy |
4,241
+702
| +20% | +$241K | 0.25% | 95 |
|
|
2023
Q1 | $1.18M | Sell |
3,539
-213
| -6% | -$70.9K | 0.22% | 113 |
|
|
2022
Q4 | $1.24M | Buy |
3,752
+591
| +19% | +$196K | 0.26% | 103 |
|
|
2022
Q3 | $908K | Sell |
3,161
-1,998
| -39% | -$574K | 0.2% | 132 |
|
|
2022
Q2 | $1.59M | Buy |
5,159
+2,000
| +63% | +$616K | 0.31% | 81 |
|
|
2022
Q1 | $1.1M | Buy |
3,159
+1,022
| +48% | +$355K | 0.18% | 142 |
|
|
2021
Q4 | $776K | Buy |
2,137
+28
| +1% | +$10.2K | 0.13% | 194 |
|
|
2021
Q3 | $714K | Buy |
2,109
+466
| +28% | +$158K | 0.13% | 198 |
|
|
2021
Q2 | $567K | Buy |
1,643
+147
| +10% | +$50.7K | 0.1% | 247 |
|
|
2021
Q1 | $494K | Sell |
1,496
-243
| -14% | -$80.2K | 0.09% | 265 |
|
|
2020
Q4 | $532K | Buy |
1,739
+92
| +6% | +$28.1K | 0.11% | 234 |
|
|
2020
Q3 | $457K | Sell |
1,647
-1,884
| -53% | -$523K | 0.1% | 239 |
|
|
2020
Q2 | $911K | Buy |
3,531
+2,175
| +160% | +$561K | 0.22% | 117 |
|
|
2020
Q1 | $297K | Buy |
+1,356
| New | +$297K | 0.09% | 273 |
|
|
2019
Q3 | – | Sell |
-751
| Closed | -$200K | – | 432 |
|
|
2019
Q2 | $200K | Buy |
+751
| New | +$200K | 0.04% | 438 |
|
|
2018
Q1 | – | Sell |
-2,448
| Closed | -$605K | – | 288 |
|
|
2017
Q4 | $605K | Buy |
+2,448
| New | +$605K | 0.14% | 196 |
|
|
2015
Q3 | – | Sell |
-7,869
| Closed | -$1.38M | – | 28 |
|
|
2015
Q2 | $1.38M | Sell |
7,869
-491
| -6% | -$86.4K | 1.79% | 22 |
|
|
2015
Q1 | $1.49M | Sell |
8,360
-1,107
| -12% | -$197K | 1.63% | 22 |
|
|
2014
Q4 | $1.68M | Sell |
9,467
-1,908
| -17% | -$339K | 1.77% | 22 |
|
|
2014
Q3 | $1.94M | Sell |
11,375
-301
| -3% | -$51.3K | 1.85% | 20 |
|
|
2014
Q2 | $1.96M | Buy |
11,676
+1,620
| +16% | +$272K | 1.7% | 17 |
|
|
2014
Q1 | $1.65M | Sell |
10,056
-2,098
| -17% | -$345K | 1.41% | 23 |
|
|
2013
Q4 | $2.01M | Sell |
12,154
-1,521
| -11% | -$252K | 1.45% | 22 |
|
|
2013
Q3 | $2.07M | Sell |
13,675
-5,258
| -28% | -$794K | 1.42% | 26 |
|
|
2013
Q2 | $2.81M | Buy |
+18,933
| New | +$2.81M | 2.26% | 20 |
|