Dakota Wealth Management
Position in IVW — iShares S&P 500 Growth ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IVW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IVW | $718,927 | 6,356 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 IVW | $779,619 | 6,325 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 IVW | $652,008 | 5,401 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||