Question 1

How many shares of IJR does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF  ETF) before exiting the position in 2026-Q1.

Question 2

What is Dynasty Wealth Management, LLC's IJR position worth?

Accepted Answer

Dynasty Wealth Management, LLC's IJR position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling IJR?

Accepted Answer

In 2026-Q1, Dynasty Wealth Management, LLC exited their IJR position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy IJR?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in IJR in 2024-Q3. They have held the position across 14 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$129.20	0
2025-Q4	Decreased	106,106	-83.9%	$12.8M	0.1%	$121.69	0
2025-Q3	Increased	658,065	+5.3%	$78.2M	1.0%	$118.03	49
2025-Q2	Decreased	624,862	-3.9%	$68.3M	1.2%	$108.58	0
2025-Q1	Decreased	649,863	-9.9%	$68M	1.1%	$102.76	0
2024-Q4	Decreased	720,964	-50.0%	$83.1M	1.4%	$113.25	0
2024-Q3	Increased	1.4M	+184.8%	$75.9M	2.3%	$113.75	82

IJRShowing 7 of 14 quarters

IJR
Showing 7 of 14 quarters