Dakota Wealth Management

Position in IWM — iShares Russell 2000 ETF

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in IWM

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IWM	$36,744,920	148,165	-10.7%	Shares	Sole	2026-05-07
2025-12-31 IWM	$40,853,452	165,963	+0.3%	Shares	Sole	2026-01-13
2025-09-30 IWM	$40,042,444	165,492	-9.3%	Shares	Sole	2025-11-10
2025-06-30 IWM	$39,354,053	182,372	-4.0%	Shares	Sole	2025-07-16
2025-03-31 IWM	$37,905,693	190,013	-2.3%	Shares	Sole	2025-05-02
2024-12-31 IWM	$42,989,093	194,556	+3.9%	Shares	Sole	2025-01-17
2024-09-30 IWM	$41,358,560	187,236	+5.5%	Shares	Sole	2024-10-23
2024-06-30 IWM	$36,013,786	177,504	+2.4%	Shares	Sole	2024-07-22
2024-03-31 IWM	$36,457,397	173,359	+2.6%	Shares	Sole	2024-04-24
2023-12-31 IWM	$33,927,616	169,038	-2.5%	Shares	Sole	2024-01-30
2023-09-30 IWM	$30,636,288	173,341	-0.3%	Shares	Sole	2023-10-24
2023-06-30 IWM	$32,573,556	173,939	+767.9%	Shares	Sole	2023-07-31
2023-03-31 IWM	$3,575,314	20,041	-9.3%	Shares	Sole	2023-04-14
2022-12-31 IWM	$3,852,658	22,096	-15.0%	Shares	Sole	2023-02-08
2022-09-30 IWM	$4,289,239	26,008	-25.1%	Shares	Sole	2022-11-10
2022-06-30 IWM	$5,877,300	34,703	-11.4%	Shares	Sole	2022-08-05
2022-03-31 IWM	$8,038,783	39,162	-1.1%	Shares	Sole	2022-05-13
2021-12-31 IWM	$8,806,350	39,588	-2.8%	Shares	Sole	2022-02-10
2021-09-30 IWM	$8,911,218	40,737	-6.2%	Shares	Sole	2021-11-15
2021-06-30 IWM	$9,961,997	43,432	+1.0%	Shares	Other	2021-08-02
2021-03-31 IWM	$9,500,640	43,001	-33.8%	Shares	Other	2021-05-10
2021-03-31 IWM	$132,564	600	—	Put	Sole	2021-05-10
2020-12-31 IWM	$12,732,136	64,940	+0.4%	Shares	Sole	2021-02-12
2020-09-30 IWM	$9,688,267	64,679	-4.6%	Shares	Sole	2020-11-04
2020-06-30 IWM	$9,710,467	67,820	+3.2%	Shares	Sole	2020-08-07
2020-03-31 IWM	$7,524,600	65,740	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.