DHK Financial Advisors, Inc. IWV Holdings History
Number of Shares
19,850.00
Current Holdings Value*
$6.31 Mil
% of Portfolio
3.46%
Total Estimate Gain
$736,313.50
% of Total Estimate Gain
11.46%
DHK Financial Advisors, Inc.'s iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, DHK Financial Advisors, Inc. held 19,850.00 shares of iShares Russell 3000 ETF(IWV), totaling $6.31 Mil. This investment constitutes 3.46% of their stock portfolio, and DHK Financial Advisors, Inc. now holds 0.04% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2024Q3. And since then DHK Financial Advisors, Inc. has made 2 purchases of IWV, at an average price of $323.68, for a total of 19,850.00 shares. Based on historical transaction data and IWV's current price of $360.77, DHK Financial Advisors, Inc.'s estimated gain on his IWV holdings is $736,313.50, reflecting a 11.46% gain to date.
DHK Financial Advisors, Inc. IWV ($360.77) Holding Chart
DHK Financial Advisors, Inc. IWV ($360.77) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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