ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 370,981 Value ($000) $35,714 Avg Close Range
Q3 2025
Shares 375,324 Value ($000) $36,238 Avg Close Range
Q2 2025
Shares 439,991 Value ($000) $40,466 Avg Close Range
Q1 2025
Shares 451,878 Value ($000) $38,441 Avg Close Range
Q4 2024
Shares 465,545 Value ($000) $41,154 Avg Close Range
Q3 2024
Shares 451,600 Value ($000) $39,804 Avg Close Range
Q2 2024
Shares 440,007 Value ($000) $35,676 Avg Close Range
Q1 2024
Shares 428,086 Value ($000) $35,998 Avg Close Range
Q4 2023
Shares 419,980 Value ($000) $32,645 Avg Close Range
Q3 2023
Shares 420,924 Value ($000) $29,149 Avg Close Range
Q2 2023
Shares 415,053 Value ($000) $30,311 Avg Close Range
Q1 2023
Shares 21,611 Value ($000) $1,511 Avg Close Range
Q4 2022
Shares 25,572 Value ($000) $1,725 Avg Close Range
Q3 2022
Shares 29,996 Value ($000) $1,864 Avg Close Range
Q2 2022
Shares 29,952 Value ($000) $1,937 Avg Close Range
Q1 2022
Shares 32,100 Value ($000) $2,505 Avg Close Range
Q4 2021
Shares 31,525 Value ($000) $2,617 Avg Close Range
Q3 2021
Shares 32,810 Value ($000) $2,566 Avg Close Range
Q2 2021
Shares 33,885 Value ($000) $2,685 Avg Close Range
Q1 2021
Shares 30,283 Value ($000) $2,239 Avg Close Range
Q4 2020
Shares 32,485 Value ($000) $2,227 Avg Close Range
Q3 2020
Shares 32,485 Value ($000) $1,864 Avg Close Range
Q2 2020
Shares 33,956 Value ($000) $1,820 Avg Close Range
Q1 2020
Shares 35,971 Value ($000) $1,553 Avg Close Range
Q4 2019
Shares 37,414 Value ($000) $2,231 Avg Close Range
Q3 2019
Shares 35,028 Value ($000) $1,960 Avg Close Range
Q2 2019
Shares 30,166 Value ($000) $1,686 Avg Close Range
Q1 2019
Shares 30,960 Value ($000) $1,670 Avg Close Range
Q4 2018
Shares 8,241 Value ($000) $1,800 Avg Close Range
Q3 2018
Shares 8,141 Value ($000) $1,795 Avg Close Range
Q2 2018
Shares 8,827 Value ($000) $1,873 Avg Close Range
Q1 2018
Shares 9,126 Value ($000) $1,884 Avg Close Range
Q4 2017
Shares 8,611 Value ($000) $1,792 Avg Close Range
Q3 2017
Shares 8,250 Value ($000) $1,627 Avg Close Range
Q2 2017
Shares 8,354 Value ($000) $1,605 Avg Close Range
Q1 2017
Shares 8,540 Value ($000) $1,599 Avg Close Range
Q4 2016
Shares 8,643 Value ($000) $1,546 Avg Close Range
Q3 2016
Shares 8,976 Value ($000) $1,565 Avg Close Range
Q2 2016
Shares 9,315 Value ($000) $1,567 Avg Close Range
Q1 2016
Shares 9,451 Value ($000) $1,540 Avg Close Range
Q4 2015
Shares 9,462 Value ($000) $1,516 Avg Close Range
Q3 2015
Shares 9,515 Value ($000) $1,480 Avg Close Range
Q2 2015
Shares 9,159 Value ($000) $1,560 Avg Close Range
Q1 2015
Shares 9,577 Value ($000) $1,658 Avg Close Range
Q4 2014
Shares 9,232 Value ($000) $1,549 Avg Close Range