Iron Horse Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$6.61K	Hold	15	–	–	﹤0.01%	338
2025 Q1	$6.3K	Sell	15 -36	-71%	-$15.6K	﹤0.01%	325
2024 Q4	$21.7K	Buy	+51	New	+$22.1K	0.01%	175
2022 Q3	–	Sell	-7	Closed	-$2K	–	177
2022 Q2	$2K	Buy	+7	New	+$2.29K	﹤0.01%	192

Other funds holding DIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Iron Horse Wealth Management's DIA Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2025 at 15 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Iron Horse Wealth Management first reported a position in DIA in Q2 2022 and has held it in 4 quarters since. The position peaked at $21.7K in Q4 2024. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Iron Horse Wealth Management held 15 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.61K as of Q2 2025.
Iron Horse Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #338 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 4 quarters since.
Iron Horse Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $21.7K in Q4 2024.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.