ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Dakota Wealth Management's Holding History (CIK: 0001631353)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,325 Value ($000) $780 Avg Close — Range —
Q3 2025
Shares 5,401 Value ($000) $652 Avg Close — Range —
Q2 2025
Shares 6,624 Value ($000) $729 Avg Close — Range —
Q1 2025
Shares 7,857 Value ($000) $729 Avg Close — Range —
Q4 2024
Shares 7,935 Value ($000) $806 Avg Close — Range —
Q3 2024
Shares 7,838 Value ($000) $751 Avg Close — Range —
Q2 2024
Shares 7,907 Value ($000) $732 Avg Close — Range —
Q1 2024
Shares 9,281 Value ($000) $784 Avg Close — Range —
Q4 2023
Shares 9,223 Value ($000) $693 Avg Close — Range —
Q3 2023
Shares 3,812 Value ($000) $261 Avg Close — Range —
Q2 2023
Shares 3,812 Value ($000) $269 Avg Close — Range —
Q4 2019
Shares 1,457 Value ($000) $282 Avg Close — Range —
Q3 2019
Shares 9,118 Value ($000) $1,642 Avg Close — Range —
Q2 2019
Shares 8,319 Value ($000) $1,491 Avg Close — Range —
Q1 2019
Shares 6,055 Value ($000) $1,044 Avg Close — Range —