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

Integrity Wealth Solutions’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 Q1	$216K	Sell	466 -3	-0.6%	-$1.45K	0.08%	120
2025 Q4	$225K	Sell	469 -8	-2%	-$3.78K	0.09%	117
2025 Q3	$221K	Buy	477 +2	+0.4%	+$901	0.1%	108
2025 Q2	$209K	Sell	475 -843	-64%	-$350K	0.1%	108
2025 Q1	$554K	Buy	1,318 +746	+130%	+$323K	0.3%	64
2024 Q4	$244K	Buy	572 +2	+0.4%	+$866	0.14%	91
2024 Q3	$242K	Buy	570 +22	+4%	+$8.94K	0.14%	82
2024 Q2	$215K	Sell	548 -9	-2%	-$3.49K	0.14%	85
2024 Q1	$222K	Buy	+557	New	+$215K	0.15%	92

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return