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IVVIVV
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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES CORE S&P 500 ETF

Dynasty Wealth Management, LLC holds 1.2M shares of IVV (ISHARES CORE S&P 500 ETF), worth $916.7M as of 2026-Q2. The position was increased (+2.6% shares). IVV represents 6.8% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$916.7M

Current Shares

1.2M

Total Value Change

+$547.6M

Total Shares Change

+584,222

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+2.6%
$916.7M6.8%$748.89
63
2026-Q1
Increased
1.2M
+12.5%
$779.6M6.8%$651.46
69
2025-Q4
Increased
1.1M
+17.1%
$726.7M7.1%$681.29
72
2025-Q3
Increased
906,088
+22.8%
$606.4M8.1%$663.39
74
2025-Q2
Decreased
737,774
-11.1%
$458.1M7.8%$613.57
0
2025-Q1
Increased
830,277
+0.5%
$466.5M7.8%$553.53
61
2024-Q4
Increased
825,799
+29.1%
$486.1M8.4%$578.12
76
2024-Q3
Decreased
639,855
-2.6%
$369.1M11.2%$564.49
0

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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