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ITA2 quarters
Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 313,175 shares of ITA (ISHARES TR), worth $68.5M as of 2026-Q1. The position was increased (+40.9% shares). ITA represents 0.6% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$68.5M
Current Shares
313,175
Total Value Change
+$20.8M
Total Shares Change
+90,896
Quarter-by-Quarter History
Other major holders of ITA: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/