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IEI
5 quarters

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

Dynasty Wealth Management, LLC holds 1.1M shares of IEI (ISHARES TR), worth $128.7M as of 2026-Q1. The position was decreased (-7.3% shares). IEI represents 1.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$128.7M

Current Shares

1.1M

Total Value Change

+$96.4M

Total Shares Change

+812,080

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-7.3%
$128.7M1.1%$119.82
0
2025-Q4
Increased
1.2M
+97.3%
$139.7M1.4%$119.19
76
2025-Q3
Increased
593,126
+120.8%
$70.9M0.9%$117.68
67
2025-Q2
Decreased
268,623
-1.6%
$32M0.5%$116.05
0
2025-Q1
New
272,960
-
$32.2M0.5%$114.21
56

Other major holders of IEI: JPMORGAN CHASE & CO

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