SEC 13F Intelligence

Dhk Financial Advisors, Inc. / IWR

Dhk Financial Advisors, Inc.’s Ishares Tr Position

Does Dhk Financial Advisors, Inc. own Ishares Tr (IWR)? Not currently — the last reported position was 36.0K shares worth $2M in Q2 2022; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$2M
Q2 2022
Shares
36.0K
% of Portfolio
+2.23%
Quarters Held
2
position exited

Position History IWR

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202236.0K$2M+2.23%
Q1 202236.0K$3M+2.37%

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 IWR.