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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.03M Sell
8,625
-11,225
-57% -$3.94M 1.74% 9
2025
Q1 		$6.31M Buy
19,850
+8,625
+77% +$2.74M 3.46% 6
2024
Q4 		$3.75M Hold
11,225
– – 2.28% 7
2024
Q3 		$3.67M Buy
+11,225
New +$3.67M 2.25% 8