Dakota Wealth Management
Position in IWD — iShares Russell 1000 Value ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IWD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IWD | $1,348,898 | 6,313 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 IWD | $1,369,523 | 6,511 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 IWD | $978,657 | 4,807 | Shares | Sole | 2026-08-26 | |
| 2023-03-31 IWD | $1,184,430 | 7,779 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 IWD | $1,233,369 | 8,133 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 IWD | $922,148 | 6,781 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IWD | $1,327,635 | 9,158 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 IWD | $1,628,263 | 9,810 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 IWD | $1,877,457 | 11,180 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 IWD | $1,550,701 | 9,908 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 IWD | $1,741,013 | 10,976 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 IWD | $1,335,307 | 8,811 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 IWD | $618,703 | 4,525 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 IWD | $1,139,245 | 9,644 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 IWD | $1,164,265 | 10,338 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 IWD | $1,060,035 | 10,688 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||