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IVWIVW
9 quarters

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

Dynasty Wealth Management, LLC holds 366,195 shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $50.4M as of 2026-Q2. The position was increased (+1.4% shares). IVW represents 0.4% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$50.4M

Current Shares

366,195

Total Value Change

+$35.8M

Total Shares Change

+209,033

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
366,195
+1.4%
$50.4M0.4%$137.53
35
2026-Q1
Increased
361,235
+7.9%
$40.9M0.4%$113.00
38
2025-Q4
Increased
334,681
+6.0%
$41.3M0.4%$123.04
37
2025-Q3
Increased
315,669
+70.2%
$38.1M0.5%$120.38
61
2025-Q2
Decreased
185,503
-16.8%
$20.4M0.3%$109.66
0
2025-Q1
Increased
223,034
+27.3%
$20.7M0.3%$92.36
42
2024-Q4
Increased
175,178
+167.7%
$17.8M0.3%$100.90
55
2024-Q3
Decreased
65,448
-58.4%
$6.4M0.2%$95.03
0
2024-Q2
New
157,162
-
$14.5M0.4%$91.87
46

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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