ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 4,964 Value ($000) $1,920 Avg Close — Range —
Q3 2025
Shares 1,868 Value ($000) $708 Avg Close — Range —
Q2 2025
Shares 6,320 Value ($000) $2,218 Avg Close — Range —
Q1 2025
Shares 6,732 Value ($000) $2,138 Avg Close — Range —
Q4 2024
Shares 6,732 Value ($000) $2,250 Avg Close — Range —
Q3 2024
Shares 6,688 Value ($000) $2,185 Avg Close — Range —
Q2 2024
Shares 6,688 Value ($000) $2,064 Avg Close — Range —
Q1 2024
Shares 6,688 Value ($000) $2,007 Avg Close — Range —
Q4 2023
Shares 5,117 Value ($000) $1,401 Avg Close — Range —
Q3 2023
Shares 5,117 Value ($000) $1,254 Avg Close — Range —
Q2 2023
Shares 4,744 Value ($000) $1,207 Avg Close — Range —
Q1 2023
Shares 5,169 Value ($000) $1,217 Avg Close — Range —
Q4 2022
Shares 5,176 Value ($000) $1,142 Avg Close — Range —
Q3 2022
Shares 5,476 Value ($000) $1,134 Avg Close — Range —
Q2 2022
Shares 2,496 Value ($000) $543 Avg Close — Range —
Q1 2022
Shares 1,180 Value ($000) $310 Avg Close — Range —