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DHK Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

DHK Financial Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.03M Sell
8,625
-11,225
-57% -$3.65M 1.74% 9
2025
Q1 		$6.31M Buy
19,850
+8,625
+77% +$2.89M 3.46% 6
2024
Q4 		$3.75M Hold
11,225
– – 2.28% 7
2024
Q3 		$3.67M Buy
+11,225
New +$3.53M 2.25% 8

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHK Financial Advisors's IWV Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 57% in Q2 2025, selling an estimated $3.65M and leaving 8,625 shares worth $3.03M. The position accounts for 1.74% of the portfolio, ranked #9.

DHK Financial Advisors first reported a position in IWV in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.31M in Q1 2025. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • DHK Financial Advisors held 8,625 shares of iShares Russell 3000 ETF worth $3.03M as of Q2 2025.
  • DHK Financial Advisors sold 11,225 iShares Russell 3000 ETF shares in Q2 2025, an estimated $3.65M.
  • iShares Russell 3000 ETF made up 1.74% of DHK Financial Advisors's portfolio in Q2 2025, its #9 holding.
  • DHK Financial Advisors first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 4 quarters since.
  • DHK Financial Advisors's iShares Russell 3000 ETF position peaked at $6.31M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.