Iowa State Bank’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Iowa State Bank’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	$7.75M	Hold	14,840	–	–	1.3%	23
2026 Q1	$6.87M	Hold	14,840	–	–	1.27%	24
2025 Q4	$7.13M	Hold	14,840	–	–	1.34%	21
2025 Q3	$6.88M	Hold	14,840	–	–	1.31%	23
2025 Q2	$6.54M	Hold	14,840	–	–	1.3%	24
2025 Q1	$6.23M	Sell	14,840 -30	-0.2%	-$13K	1.32%	27
2024 Q4	$6.33M	Hold	14,870	–	–	1.32%	26
2024 Q3	$6.29M	Hold	14,870	–	–	1.29%	27
2024 Q2	$5.82M	Hold	14,870	–	–	1.29%	27
2024 Q1	$5.91M	Hold	14,870	–	–	1.31%	28
2023 Q4	$5.6M	Hold	14,870	–	–	1.34%	25
2023 Q3	$4.98M	Hold	14,870	–	–	1.29%	26
2023 Q2	$5.11M	Hold	14,870	–	–	1.28%	26
2023 Q1	$4.95M	Hold	14,870	–	–	1.24%	25
2022 Q4	$4.93M	Hold	14,870	–	–	1.24%	24
2022 Q3	$4.27M	Hold	14,870	–	–	1.21%	30
2022 Q2	$4.58M	Hold	14,870	–	–	1.21%	28
2022 Q1	$5.16M	Hold	14,870	–	–	1.2%	27
2021 Q4	$5.4M	Hold	14,870	–	–	1.27%	24
2021 Q3	$5.03M	Hold	14,870	–	–	1.41%	23
2021 Q2	$5.13M	Hold	14,870	–	–	1.44%	23
2021 Q1	$4.91M	Hold	14,870	–	–	1.48%	21
2020 Q4	$4.55M	Hold	14,870	–	–	1.51%	20
2020 Q3	$4.13M	Hold	14,870	–	–	1.6%	19
2020 Q2	$3.83M	Hold	14,870	–	–	1.67%	20
2020 Q1	$3.26M	Sell	14,870 -144	-1%	-$38.3K	1.53%	22
2019 Q4	$4.28M	Hold	15,014	–	–	1.52%	24
2019 Q3	$4.04M	Hold	15,014	–	–	1.53%	24
2019 Q2	$3.99M	Hold	15,014	–	–	1.78%	23
2019 Q1	$3.89M	Sell	15,014 -2,840	-16%	-$714K	1.79%	23
2018 Q4	$4.16M	Sell	17,854 -1,396	-7%	-$348K	2.1%	19
2018 Q3	$5.09M	Sell	19,250 -830	-4%	-$212K	2.27%	14
2018 Q2	$4.87M	Sell	20,080 -2,600	-11%	-$638K	2.33%	13
2018 Q1	$5.47M	Hold	22,680	–	–	2.66%	10
2017 Q4	$5.61M	Sell	22,680 -1,040	-4%	-$246K	2.53%	11
2017 Q3	$5.31M	Hold	23,720	–	–	2.5%	10
2017 Q2	$5.06M	Hold	23,720	–	–	2.42%	11
2017 Q1	$4.89M	Hold	23,720	–	–	2.4%	13
2016 Q4	$4.68M	Hold	23,720	–	–	2.4%	17
2016 Q3	$4.34M	Hold	23,720	–	–	2.32%	20
2016 Q2	$4.25M	Hold	23,720	–	–	2.3%	16
2016 Q1	$4.19M	Hold	23,720	–	–	2.37%	13
2015 Q4	$4.13M	Buy	+23,720	New	+$4.14M	2.44%	11

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

Iowa State Bank's DIA Position: Q2 2026 in Review

Iowa State Bank held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 14,840 shares worth $7.75M. The position accounts for 1.3% of the portfolio, ranked #23.

Iowa State Bank first reported a position in DIA in Q4 2015 and has held it in 43 quarters since. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Iowa State Bank held 14,840 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.75M as of Q2 2026.
Iowa State Bank left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.3% of Iowa State Bank's portfolio in Q2 2026, its #23 holding.
Iowa State Bank first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 43 quarters since.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.