SEC 13F Intelligence

Dhk Financial Advisors, Inc. / IWD

Dhk Financial Advisors, Inc.’s Ishares Tr Position

Does Dhk Financial Advisors, Inc. own Ishares Tr (IWD)? Not currently — the last reported position was 8.1K shares worth $1M in Q1 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$1M
Q1 2024
Shares
8.1K
% of Portfolio
+1.03%
Quarters Held
9
position exited

Position History IWD

Reported value by quarter
Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $1MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20248.1K$1M+1.03%
Q4 202331.2K$5M+3.86%
Q3 202331.0K$5M+4.23%
Q2 202331.0K$5M+4.16%
Q1 20238.1K$1M+1.54%
Q4 20228.1K$1M+1.71%
Q3 20228.1K$1M+1.82%
Q2 20228.1K$1M+1.13%
Q1 20228.1K$1M+1.14%

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 IWD.