Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.2M shares of IEI (ISHARES TR), worth $139.7M as of 2025-Q4. The position was increased (++97.3% shares). IEI represents 1.4% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$139.7M
Current Shares
1.2M
Total Value Change
+$107.5M
Total Shares Change
+897,537
Other major holders of IEI: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BANQUE PICTET & CIE SA, JPMORGAN CHASE & CO
Increased |
| 1.2M |
+97.3% |
| $139.7M |
| 1.4% |
| $119.19 |
76 |
| 2025-Q3 | Increased | 593,126 | +120.8% | $70.9M | 0.9% | $117.68 | 67 |
| 2025-Q2 | Decreased | 268,623 | -1.6% | $32M | 0.5% | $116.05 | 0 |
| 2025-Q1 | New | 272,960 | - | $32.2M | 0.5% | $114.21 | 56 |