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Dakota Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Dakota Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-600
Closed -$133K – 342
2021
Q1 		$133K Buy
+600
New +$131K 0.02% 308

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Dakota Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, selling an estimated $4.59M and leaving 148,165 shares worth $36.7M. The position accounts for 0.8% of the portfolio, ranked #29.

Dakota Wealth Management first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. The position peaked at $43M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Dakota Wealth Management held 148,165 shares of iShares Russell 2000 ETF worth $36.7M as of Q1 2026.
  • Dakota Wealth Management sold 17,798 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.59M.
  • iShares Russell 2000 ETF made up 0.8% of Dakota Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Dakota Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
  • Dakota Wealth Management's iShares Russell 2000 ETF position peaked at $43M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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