Independent Wealth Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2136099
CARY, NC
Position in DIA
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$319,601
New position
Shares Held
690
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in DIA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,601 | 690 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||