Legacy Wealth Management (Idaho)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-143	Closed	-$66.2K	–	382
2026 Q1	$66.2K	Hold	143	–	–	0.03%	236
2025 Q4	$69K	Hold	143	–	–	0.03%	183
2025 Q3	$66.3K	Sell	143 -51	-26%	-$23K	0.03%	146
2025 Q2	$85.7K	Sell	194 -16	-8%	-$6.64K	0.04%	118
2025 Q1	$88.4K	Buy	210 +150	+250%	+$64.9K	0.06%	104
2024 Q4	$26.6K	Buy	60 +52	+650%	+$22.5K	0.02%	181
2024 Q3	$3.52K	Buy	+8	New	+$3.25K	﹤0.01%	427

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DIA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 143 shares — an estimated $66.2K sold.

Legacy Wealth Management (Idaho) first reported a position in DIA in Q3 2024 and held it in 7 quarters. The position peaked at $88.4K in Q1 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 143 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $66.2K.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $88.4K in Q1 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.