Independent Advisor Alliance
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1696899
CHARLOTTE, NC
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$290,971
-$6,303,464 QoQ
Shares Held
557
-96.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,075
of 1,432 holders
Holding Since
Mar 2021
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,971 | 557 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,594,435 | 14,237 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $276,327 | 575 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $279,171 | 602 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $294,794 | 669 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $21,604,337 | 50,774 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $321,899 | 823 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $270,476 | 680 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $256,271 | 680 | Shares | Sole | 2024-02-08 | |
| 2021-06-30 | $2,707,857 | 7,850 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,575,404 | 7,800 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||