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DHJJ Financial Advisors, Ltd.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on IWF, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 59,210 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,210 shares
    Change vs previous 13F +44,048 shares

    2.12% of the 13F portfolio, value $7,352,093.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,162 shares
    Change vs previous 13F -192 shares

    2.14% of the 13F portfolio, value $6,464,907.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,354 shares
    Change vs previous 13F -307 shares

    2.41% of the 13F portfolio, value $7,267,122.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,661 shares
    Change vs previous 13F -681 shares

    2.49% of the 13F portfolio, value $7,335,611.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,342 shares
    Change vs previous 13F -201 shares

    2.51% of the 13F portfolio, value $6,938,642.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,543 shares
    Change vs previous 13F -240 shares

    2.41% of the 13F portfolio, value $5,973,467.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,783 shares
    Change vs previous 13F -372 shares

    2.63% of the 13F portfolio, value $6,739,850.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,155 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $6,439,563.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).