IBEX WEALTH ADVISORS
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1686242
BEDMINSTER, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$285,747
-$56,087 QoQ
Shares Held
547
-25.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,088
of 1,432 holders
Holding Since
Dec 2022
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,747 | 547 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $341,834 | 738 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $253,202 | 546 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,594 | 546 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $324,231 | 762 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $431,722 | 1,303 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||