Joel Isaacson & Co., LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1599330
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$873,958
+$53,649 QoQ
Shares Held
1,673
-5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#639
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,958 | 1,673 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $820,309 | 1,771 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $849,167 | 1,767 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $817,573 | 1,763 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,173,450 | 2,663 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,379,725 | 3,286 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,435,637 | 3,374 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,423,798 | 3,365 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,313,023 | 3,357 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,511,090 | 3,799 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,427,583 | 3,788 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,227,926 | 3,666 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,257,459 | 3,657 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,139,888 | 3,427 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $727,932 | 2,197 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $588,965 | 2,050 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $630,723 | 2,049 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $710,307 | 2,048 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,196,996 | 6,047 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,968,171 | 5,818 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,006,574 | 5,817 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,250,506 | 6,816 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,391,344 | 4,550 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $430,125 | 1,550 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $399,698 | 1,550 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $339,806 | 1,550 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||