Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.3M shares of DGRO (ISHARES TR), worth $89.9M as of 2026-Q1. The position was increased (+152x shares). DGRO represents 0.8% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$89.9M
Current Shares
1.3M
Total Value Change
+$89.5M
Total Shares Change
+1.3M
Other major holders of DGRO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, Wealthfront Advisers LLC, First Command Advisory Services, Inc.
Increased |
| 1.3M |
+152x |
| $89.9M |
| 0.8% |
| $73.07 |
68 |
| 2025-Q4 | Increased | 8,380 | +6.7% | $581,755 | 0.0% | $69.93 | 26 |
| 2025-Q3 | New | 7,856 | - | $534,830 | 0.0% | $67.29 | 34 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $60.12 | 0 |
| 2024-Q4 | New | 7,074 | - | $433,919 | 0.0% | $59.91 | 33 |