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IJHIJH
4 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES CORE S&P MIDCAP ETF

Dynasty Wealth Management, LLC holds 1.5M shares of IJH (ISHARES CORE S&P MIDCAP ETF), worth $114.1M as of 2026-Q2. The position was increased (+0.6% shares). IJH represents 0.8% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$114.1M

Current Shares

1.5M

Total Value Change

+$95.3M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+0.6%
$114.1M0.8%$77.11
42
2026-Q1
Increased
1.5M
+401.4%
$99.3M0.9%$70.86
68
2025-Q4
Increased
293,295
+2.3%
$19.4M0.2%$66.70
35
2025-Q3
New
286,781
-
$18.7M0.2%$64.87
47

Other major holders of IJH: Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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