Dakota Wealth Management
Position in IYF — iShares U.S. Financials ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IYF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IYF | $324,859 | 2,761 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 IYF | $317,167 | 2,460 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 IYF | $324,198 | 2,560 | Shares | Sole | 2026-08-26 | |
| 2024-12-31 IYF | $283,084 | 2,560 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 IYF | $265,984 | 2,560 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 IYF | $313,972 | 3,320 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 IYF | $465,815 | 4,870 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||