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DGRO
5 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+152x
$89.9M0.8%$73.07
68
2025-Q4
Increased
8,380
+6.7%
$581,7550.0%$69.93
26
2025-Q3
New
7,856
-
$534,8300.0%$67.29
34
2025-Q1
Exited
0
-100.0%
$00.0%$60.12
0
2024-Q4
New
7,074
-
$433,9190.0%$59.91
33

Other major holders of DGRO: Wealthfront Advisers LLC, First Command Advisory Services, Inc.

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