Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 3.5M shares of EFV (ISHARES TR), worth $261.9M as of 2026-Q1. The position was increased (+298.6% shares). EFV represents 2.3% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$261.9M
Current Shares
3.5M
Total Value Change
+$257.3M
Total Shares Change
+3.4M
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 3.5M |
+298.6% |
| $261.9M |
| 2.3% |
| $75.72 |
85 |
| 2025-Q4 | Decreased | 883,762 | -34.6% | $63.1M | 0.6% | $71.68 | 0 |
| 2025-Q3 | Increased | 1.4M | +23.8% | $91.7M | 1.2% | $66.07 | 57 |
| 2025-Q2 | Decreased | 1.1M | -7.6% | $69.3M | 1.2% | $62.08 | 0 |
| 2025-Q1 | Decreased | 1.2M | -9.9% | $69.7M | 1.2% | $56.91 | 0 |
| 2024-Q4 | New | 1.3M | - | $68.9M | 1.2% | $50.13 | 68 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $54.42 | 0 |
| 2024-Q2 | Increased | 86,319 | +63.2% | $4.6M | 0.1% | $49.90 | 47 |