West Wealth Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1923591
Irvine, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$205,821
-$134,701 QoQ
Shares Held
394
-51.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,248
of 1,432 holders
Holding Since
Dec 2021
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,821 | 394 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $340,522 | 811 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $202,895 | 585 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $280,483 | 772 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||