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Johnson Bixby & Associates, LLC → DIA
Johnson Bixby & Associates, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
5
Latest value
$26.2M
Q3 2026
Peak value
$26.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.4M |
| Q4 2025 | $24.9M |
| Q1 2026 | $23.8M |
| Q2 2026 | $26.8M |
| Q3 2026 | $26.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.2M | 51.5K | — | — |
| Q2 2026 | $26.8M | 51.4K | — | — |
| Q1 2026 | $23.8M | 51.4K | — | — |
| Q4 2025 | $24.9M | 51.8K | — | — |
| Q3 2025 | $24.4M | 52.7K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M