Timothy G. Youngquist 2020 Irrevocable Trust’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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	-5,535	Closed	-$2.56M	–	225
2026 Q1	$2.56M	Buy	+5,535	New	+$2.68M	1.11%	25

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

Timothy G. Youngquist 2020 Irrevocable Trust's DIA Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 5,535 shares — an estimated $2.56M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in DIA in Q1 2026 and held it in 1 quarter. The position peaked at $2.56M in Q1 2026. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Timothy G. Youngquist 2020 Irrevocable Trust sold 5,535 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.56M.
Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2026 and held it in 1 quarter.
Timothy G. Youngquist 2020 Irrevocable Trust's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.56M in Q1 2026.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.