Back to Dynasty Wealth Management, LLC

HEFA
8 quarters

Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 3.5M shares of HEFA (ISHARES TR), worth $147.6M as of 2026-Q1. The position was decreased (-2.3% shares). HEFA represents 1.3% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$147.6M

Current Shares

3.5M

Total Value Change

-$3.8M

Total Shares Change

-783,131

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.5M
-2.3%
$147.6M1.3%$43.35
0
2025-Q4
Decreased
3.6M
-15.3%
$147M1.4%$41.54
0
2025-Q3
Increased
4.2M
+15.3%
$166.2M2.2%$38.37
60
2025-Q2
Decreased
3.6M
-6.3%
$138.1M2.4%$36.43
0
2025-Q1
Decreased
3.9M
-13.0%
$140.9M2.3%$34.94
0
2024-Q4
New
4.5M
-
$155M2.7%$33.10
78
2024-Q3
Exited
0
-100.0%
$00.0%$33.34
0
2024-Q2
Decreased
4.3M
-0.1%
$151.4M4.5%$32.95
0

Other major holders of HEFA: GOLDMAN SACHS GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used