Ironwood Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-270	Closed	-$91K	–	220
2021 Q3	$91K	Buy	270 +45	+20%	+$15.7K	0.03%	148
2021 Q2	$78K	Buy	225 +30	+15%	+$10.2K	0.02%	151
2021 Q1	$64K	Buy	195 +170	+680%	+$53.7K	0.02%	159
2020 Q4	$8K	Hold	25	–	–	﹤0.01%	333
2020 Q3	$7K	Hold	25	–	–	﹤0.01%	287
2020 Q2	$6K	Hold	25	–	–	﹤0.01%	288
2020 Q1	$5K	Hold	25	–	–	﹤0.01%	267
2019 Q4	$7K	Hold	25	–	–	﹤0.01%	287
2019 Q3	$7K	Hold	25	–	–	﹤0.01%	289
2019 Q2	$7K	Hold	25	–	–	﹤0.01%	290
2019 Q1	$6K	Hold	25	–	–	﹤0.01%	294
2018 Q4	$6K	Hold	25	–	–	﹤0.01%	280
2018 Q3	$7K	Buy	+25	New	+$6.4K	﹤0.01%	280

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ironwood Financial's DIA Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 270 shares — an estimated $91K sold.

Ironwood Financial first reported a position in DIA in Q3 2018 and held it in 13 quarters. The position peaked at $91K in Q3 2021. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 270 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $91K.
Ironwood Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and held it in 13 quarters.
Ironwood Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $91K in Q3 2021.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.