Dakota Wealth Management

Position in ITOT — iShares Core S&P Total U.S. Stock Market ETF

CIK 1631353 PALM BEACH GARDENS, FL

Back to ITOT Full portfolio

All Filings in ITOT

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 ITOT	$5,954,428	41,806	-2.3%	Shares	Sole	2026-08-26
2025-12-31 ITOT	$6,363,188	42,795	+0.8%	Shares	Sole	2026-08-26
2025-09-30 ITOT	$6,181,386	42,440	+44.2%	Shares	Sole	2026-08-26
2022-03-31 ITOT	$2,969,957	29,423	+6.9%	Shares	Sole	2022-05-13
2021-12-31 ITOT	$2,945,159	27,530	-3.4%	Shares	Sole	2022-02-10
2021-09-30 ITOT	$2,804,223	28,504	+7.5%	Shares	Sole	2021-11-15
2021-06-30 ITOT	$2,618,226	26,511	+4.4%	Shares	Sole	2021-08-02
2021-03-31 ITOT	$2,324,991	25,382	+20.8%	Shares	Sole	2021-05-10
2020-12-31 ITOT	$1,811,740	21,013	+4.3%	Shares	Sole	2021-02-12
2020-09-30 ITOT	$1,521,198	20,151	+6.4%	Shares	Sole	2020-11-04
2020-06-30 ITOT	$1,315,401	18,943	+17.4%	Shares	Sole	2020-08-07
2020-03-31 ITOT	$923,026	16,134	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.