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Jacksonville Wealth Management, LLC → DIA
Jacksonville Wealth Management, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
5
Latest value
$15.3M
Q3 2026
Peak value
$15.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.4M |
| Q4 2025 | $11.2M |
| Q1 2026 | $12M |
| Q2 2026 | $14.3M |
| Q3 2026 | $15.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.3M | 30.2K | — | — |
| Q2 2026 | $14.3M | 27.4K | — | — |
| Q1 2026 | $12M | 26.0K | — | — |
| Q4 2025 | $11.2M | 23.4K | — | — |
| Q3 2025 | $10.4M | 22.4K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M