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Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC
ITA3 quarters
Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Yes. Dynasty Wealth Management holds 348,483 shares of ITA, worth $84.5M, as of its Q2 2026 13F filing. It increased the position by 35,308 shares (+11.3%) from Q1 2026. Dynasty Wealth Management has held ITA since Q4 2025, across 3 quarterly 13F filings. ITA is 0.6% of Dynasty Wealth Management's reported 13F portfolio.
Current Value
$84.5M
Current Shares
348,483
Total Value Change
+$36.8M
Total Shares Change
+126,204
Quarter-by-Quarter History
Other major holders of ITA: BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC