Dakota Wealth Management
Position in IWN — iShares Russell 2000 Value ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IWN
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IWN | $236,608 | 1,248 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 IWN | $226,150 | 1,248 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 IWN | $215,354 | 1,218 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 IWN | $551,282 | 3,358 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 IWN | $203,186 | 1,218 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 IWN | $1,247,455 | 8,031 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 IWN | $212,677 | 1,569 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 IWN | $233,071 | 1,701 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 IWN | $250,299 | 1,805 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 IWN | $240,970 | 1,869 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IWN | $579,045 | 4,253 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 IWN | $761,485 | 4,718 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 IWN | $894,178 | 5,385 | Shares | Other | 2022-02-10 | |
| 2021-09-30 IWN | $770,546 | 4,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 IWN | $814,428 | 4,913 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 IWN | $783,476 | 4,913 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 IWN | $666,391 | 5,058 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 IWN | $502,411 | 5,058 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 IWN | $524,627 | 5,383 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 IWN | $446,981 | 5,449 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||