SEC 13F Intelligence

Dhk Financial Advisors, Inc. / IVV

Dhk Financial Advisors, Inc.’s Ishares Tr Position

Does Dhk Financial Advisors, Inc. own Ishares Tr (IVV)? Not currently — the last reported position was 19.2K shares worth $10M in Q1 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$10M
Q1 2024
Shares
19.2K
% of Portfolio
+7.14%
Quarters Held
9
position exited

Position History IVV

Reported value by quarter
Q1 ’22: $18MQ1 ’22Q2 ’22: $15MQ3 ’22: $7MQ3 ’22Q4 ’22: $7MQ1 ’23: $8MQ1 ’23Q2 ’23: $9MQ3 ’23: $8MQ3 ’23Q4 ’23: $9MQ1 ’24: $10MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202419.2K$10M+7.14%
Q4 202319.6K$9M+7.02%
Q3 202319.5K$8M+7.49%
Q2 202319.5K$9M+7.39%
Q1 202319.5K$8M+9.96%
Q4 202219.5K$7M+10.41%
Q3 202219.5K$7M+11.48%
Q2 202239.7K$15M+14.38%
Q1 202239.7K$18M+15.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dhk Financial Advisors, Inc.’s full portfolio or all institutional holders of IVV.