SEC 13F Intelligence

Dhk Financial Advisors, Inc. / IWF

Dhk Financial Advisors, Inc.’s Ishares Tr Position

Does Dhk Financial Advisors, Inc. own Ishares Tr (IWF)? Not currently — the last reported position was 7.5K shares worth $3M in Q1 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$3M
Q1 2024
Shares
7.5K
% of Portfolio
+1.78%
Quarters Held
9
position exited

Position History IWF

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20247.5K$3M+1.78%
Q4 20237.5K$2M+1.69%
Q3 20237.5K$2M+1.77%
Q2 20237.5K$2M+1.75%
Q1 20237.5K$2M+2.26%
Q4 20227.5K$2M+2.22%
Q3 20227.5K$2M+2.57%
Q2 20227.5K$2M+1.56%
Q1 20227.5K$2M+1.75%

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 IWF.