DHK Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$956K Buy
2024
Q4
$1.06M Sell
2024
Q3
$1.06M Buy
2022
Q3
Sell
2022
Q2
$2.09M Buy
2022
Q1
$2.53M Buy
2021
Q4
$2.69M Buy