Innovative Wealth Building LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2062596
California, MD
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$716,196
+$82,089 QoQ
Shares Held
1,371
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
#711
of 1,434 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,196 | 1,371 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $634,107 | 1,369 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $655,497 | 1,364 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $629,758 | 1,358 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $555,659 | 1,261 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $756,203 | 1,801 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $754,411 | 1,773 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||