Dakota Wealth Management
Position in IWV — iShares Russell 3000 ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IWV
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IWV | $1,741,083 | 4,697 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 IWV | $1,920,323 | 4,964 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 IWV | $707,859 | 1,868 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 IWV | $2,218,320 | 6,320 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 IWV | $2,138,352 | 6,732 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 IWV | $2,250,171 | 6,732 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 IWV | $2,185,170 | 6,688 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 IWV | $2,064,384 | 6,688 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 IWV | $2,006,935 | 6,688 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 IWV | $1,400,727 | 5,117 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 IWV | $1,253,972 | 5,117 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 IWV | $1,207,253 | 4,744 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 IWV | $1,216,834 | 5,169 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 IWV | $1,142,239 | 5,176 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 IWV | $1,133,751 | 5,476 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IWV | $542,605 | 2,496 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 IWV | $309,596 | 1,180 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||