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DWR WEALTH MANAGEMENT, LLC → ETHA

DWR WEALTH MANAGEMENT, LLC ETHA Position History

iShares Ethereum Trust ETF

Quarters held
29
Latest value
$208K
Q3 2026
Peak value
$17.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$17.3M
Q4 2025$2.7M
Q4 2025$721K
Q4 2025$2.9M
Q4 2025$263K
Q1 2026$15.5M
Q1 2026$2.5M
Q1 2026$730K
Q1 2026$2.8M
Q1 2026$328K
Q1 2026$424K
Q2 2026$17.3M
Q2 2026$206K
Q2 2026$2.9M
Q2 2026$856K
Q2 2026$3M
Q2 2026$234K
Q2 2026$400K
Q2 2026$482K
Q2 2026$202K
Q3 2026$17.7M
Q3 2026$216K
Q3 2026$3M
Q3 2026$815K
Q3 2026$2.8M
Q3 2026$258K
Q3 2026$456K
Q3 2026$550K
Q3 2026$208K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$208K4.0K——
Q3 2026$550K5.3K——
Q3 2026$456K2.7K——
Q3 2026$258K4.7K——
Q3 2026$2.8M10.0K——
Q3 2026$815K3.9K——
Q3 2026$3M7.1K——
Q3 2026$216K1.5K——
Q3 2026$17.7M23.1K——
Q2 2026$202K3.6K——
Q2 2026$482K4.7K——
Q2 2026$400K2.5K——
Q2 2026$234K4.3K——
Q2 2026$3M10.1K——
Q2 2026$856K3.9K——
Q2 2026$2.9M7.1K——
Q2 2026$206K1.5K——
Q2 2026$17.3M23.2K——
Q1 2026$424K4.6K——
Q1 2026$328K2.4K——
Q1 2026$2.8M11.6K——
Q1 2026$730K4.0K——
Q1 2026$2.5M7.1K——
Q1 2026$15.5M24.5K——
Q4 2025$263K2.8K——
Q4 2025$2.9M11.9K——
Q4 2025$721K3.9K——
Q4 2025$2.7M7.1K——
Q4 2025$17.3M25.1K——

Other funds holding ETHA

Other DWR WEALTH MANAGEMENT, LLC positions

CRDO

DIMENSIONAL ETF TRUST

$16.6M
CRDO

DIMENSIONAL ETF TRUST

$14.7M
CRDO

DIMENSIONAL ETF TRUST

$12.5M
CRDO

DIMENSIONAL ETF TRUST

$9.9M
NFLX

DIMENSIONAL ETF TRUST

$9.5M
VGES

VANGUARD TAX-MANAGED FDS

$9.4M
VGES

VANGUARD TAX-MANAGED FDS

$9.4M
VGES

VANGUARD TAX-MANAGED FDS

$9M