Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.5M shares of IJH (ISHARES TR), worth $99.3M as of 2026-Q1. The position was increased (+401.4% shares). IJH represents 0.9% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$99.3M
Current Shares
1.5M
Total Value Change
+$80.6M
Total Shares Change
+1.2M
Other major holders of IJH: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.5M |
+401.4% |
| $99.3M |
| 0.9% |
| $70.86 |
68 |
| 2025-Q4 | Increased | 293,295 | +2.3% | $19.4M | 0.2% | $66.70 | 35 |
| 2025-Q3 | New | 286,781 | - | $18.7M | 0.2% | $64.87 | 47 |