Dakota Wealth Management
Position in IWR — iShares Russell Mid-Cap ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IWR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IWR | $31,144,421 | 320,317 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 IWR | $35,714,340 | 370,981 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 IWR | $36,237,532 | 375,324 | Shares | Sole | 2026-08-26 | |
| 2020-12-31 IWR | $2,226,846 | 32,485 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 IWR | $1,863,989 | 32,485 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 IWR | $1,820,041 | 33,956 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 IWR | $1,552,868 | 35,971 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||