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Dakota Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Dakota Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.87M Sell
10,848
-256
-2% -$95.4K 0.08% 199
2025
Q4 		$4.15M Sell
11,104
-277
-2% -$103K 0.07% 196
2025
Q3 		$4.16M Sell
11,381
-195
-2% -$68.7K 0.08% 172
2025
Q2 		$3.93M Buy
11,576
+847
+8% +$266K 0.08% 185
2025
Q1 		$3.29M Buy
10,729
+158
+1% +$51.1K 0.08% 190
2024
Q4 		$3.41M Hold
10,571
– – 0.08% 192
2024
Q3 		$3.32M Sell
10,571
-179
-2% -$54.2K 0.08% 216
2024
Q2 		$3.2M Sell
10,750
-88
-0.8% -$25.3K 0.08% 216
2024
Q1 		$3.12M Sell
10,838
-670
-6% -$184K 0.08% 212
2023
Q4 		$3.02M Sell
11,508
-4,370
-28% -$1.07M 0.12% 168
2023
Q3 		$3.73M Sell
15,878
-206
-1% -$50.4K 0.16% 138
2023
Q2 		$3.92M Hold
16,084
– – 0.18% 120
2023
Q1 		$3.62M Sell
16,084
-913
-5% -$201K 0.24% 107
2022
Q4 		$3.58M Sell
16,997
-1,563
-8% -$331K 0.25% 97
2022
Q3 		$3.66M Sell
18,560
-4,767
-20% -$1.05M 0.3% 80
2022
Q2 		$4.85M Sell
23,327
-1,913
-8% -$432K 0.45% 61
2022
Q1 		$6.31M Buy
25,240
+66
+0.3% +$16.3K 0.51% 50
2021
Q4 		$6.66M Sell
25,174
-809
-3% -$208K 0.7% 33
2021
Q3 		$6.28M Sell
25,983
-771
-3% -$192K 0.72% 35
2021
Q2 		$6.48M Buy
26,754
+707
+3% +$167K 0.77% 33
2021
Q1 		$5.83M Sell
26,047
-7,669
-23% -$1.68M 0.77% 33
2020
Q4 		$7.14M Buy
33,716
+114
+0.3% +$22.8K 0.93% 26
2020
Q3 		$6.29M Sell
33,602
-280
-0.8% -$51.7K 0.99% 25
2020
Q2 		$5.82M Sell
33,882
-457
-1% -$73.9K 1% 25
2020
Q1 		$4.86M Sell
34,339
-286
-0.8% -$48.3K 1.06% 25
2019
Q4 		$6.18M Sell
34,625
-695
-2% -$119K 0.99% 26
2019
Q3 		$5.81M Sell
35,320
-754
-2% -$124K 1% 24
2019
Q2 		$5.87M Buy
36,074
+278
+0.8% +$44.5K 1.12% 21
2019
Q1 		$5.63M Sell
35,796
-1,371
-4% -$207K 1.12% 20
2018
Q4 		$6.01M Hold
37,167
– – 1.36% 17
2018
Q3 		$6.01M Buy
37,167
+551
+2% +$87.5K 1.35% 17
2018
Q2 		$5.57M Buy
36,616
+2,171
+6% +$327K 1.55% 17
2018
Q1 		$5.06M Buy
34,445
+881
+3% +$134K 2.61% 12
2017
Q4 		$4.99M Sell
33,564
-180
-0.5% -$26.1K 2.64% 12
2017
Q3 		$4.72M Sell
33,744
-1,560
-4% -$214K 2.56% 13
2017
Q2 		$4.78M Sell
35,304
-1,200
-3% -$160K 2.64% 13
2017
Q1 		$4.79M Sell
36,504
-352
-1% -$45.6K 2.8% 13
2016
Q4 		$4.59M Sell
36,856
-2,932
-7% -$357K 2.96% 13
2016
Q3 		$4.79M Sell
39,788
-3,801
-9% -$457K 3.11% 14
2016
Q2 		$5.09M Sell
43,589
-1,594
-4% -$184K 3.43% 14
2016
Q1 		$5.15M Buy
45,183
+297
+0.7% +$32.1K 3.7% 13
2015
Q4 		$5.09M Sell
44,886
-873
-2% -$99.8K 3.45% 15
2015
Q3 		$4.9M Buy
45,759
+326
+0.7% +$37K 3.36% 15
2015
Q2 		$5.27M Sell
45,433
-1,315
-3% -$155K 3.18% 16
2015
Q1 		$5.42M Buy
46,748
+4,566
+11% +$527K 3.22% 15
2014
Q4 		$4.83M Buy
+42,182
New +$4.73M 3.02% 14

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Dakota Wealth Management's IWB Position: Q1 2026 in Review

Dakota Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q1 2026, selling an estimated $95.4K and leaving 10,848 shares worth $3.87M. The position accounts for 0.08% of the portfolio, ranked #199.

Dakota Wealth Management first reported a position in IWB in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.14M in Q4 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Dakota Wealth Management held 10,848 shares of iShares Russell 1000 ETF worth $3.87M as of Q1 2026.
  • Dakota Wealth Management sold 256 iShares Russell 1000 ETF shares in Q1 2026, an estimated $95.4K.
  • iShares Russell 1000 ETF made up 0.08% of Dakota Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Dakota Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
  • Dakota Wealth Management's iShares Russell 1000 ETF position peaked at $7.14M in Q4 2020.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.