Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.2M shares of IVV (ISHARES TR), worth $779.6M as of 2026-Q1. The position was increased (+12.5% shares). IVV represents 6.8% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$779.6M
Current Shares
1.2M
Total Value Change
+$420.1M
Total Shares Change
+536,528
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.2M |
+12.5% |
| $779.6M |
| 6.8% |
| $683.37 |
69 |
| 2025-Q4 | Increased | 1.1M | +17.1% | $726.7M | 7.1% | $689.92 | 72 |
| 2025-Q3 | Increased | 906,088 | +22.8% | $606.4M | 8.1% | $664.41 | 74 |
| 2025-Q2 | Decreased | 737,774 | -11.1% | $458.1M | 7.8% | $613.43 | 0 |
| 2025-Q1 | Increased | 830,277 | +0.5% | $466.5M | 7.8% | $552.75 | 61 |
| 2024-Q4 | Increased | 825,799 | +29.1% | $486.1M | 8.4% | $583.48 | 76 |
| 2024-Q3 | Decreased | 639,855 | -2.6% | $369.1M | 11.2% | $564.81 | 0 |
| 2024-Q2 | Increased | 656,898 | +26.1% | $359.5M | 10.6% | $536.31 | 74 |