Accel Wealth Management
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1838226
WAVERLY, IA
Position in DIA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$223,060
-$6,652 QoQ
Shares Held
427
-10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,192
of 1,432 holders
Holding Since
Dec 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,060 | 427 | Shares | Sole | 2026-07-10 | |
| 2025-12-31 | $229,712 | 478 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $228,623 | 493 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $216,799 | 492 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $254,447 | 606 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $257,002 | 604 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $257,680 | 609 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $236,633 | 605 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $247,804 | 623 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $209,162 | 555 | Shares | Sole | 2024-01-18 | |
| 2023-03-31 | $73,841 | 222 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $73,555 | 222 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $63,780 | 222 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $68,336 | 222 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $76,996 | 222 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $80,657 | 222 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $75,100 | 222 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $76,578 | 222 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $73,299 | 222 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $22,016 | 72 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||