Question 1

How many shares of IVW does Dynasty Wealth Management, LLC own?

Accepted Answer

As of 2026-Q1, Dynasty Wealth Management, LLC holds 361,235 shares of IVW (ISHARES TR).

Question 2

What is Dynasty Wealth Management, LLC's IVW position worth?

Accepted Answer

As of 2026-Q1, Dynasty Wealth Management, LLC's IVW position is worth $40.9M.

Question 3

Is Dynasty Wealth Management, LLC buying or selling IVW?

Accepted Answer

In 2026-Q1, Dynasty Wealth Management, LLC increased their IVW position (+7.9% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy IVW?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in IVW in 2024-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	361,235	+7.9%	$40.9M	0.4%	$118.67	38
2025-Q4	Increased	334,681	+6.0%	$41.3M	0.4%	$124.16	37
2025-Q3	Increased	315,669	+70.2%	$38.1M	0.5%	$120.03	61
2025-Q2	Decreased	185,503	-16.8%	$20.4M	0.3%	$109.25	0
2025-Q1	Increased	223,034	+27.3%	$20.7M	0.3%	$92.24	42
2024-Q4	Increased	175,178	+167.7%	$17.8M	0.3%	$101.96	55
2024-Q3	Decreased	65,448	-58.4%	$6.4M	0.2%	$94.72	0
2024-Q2	New	157,162	-	$14.5M	0.4%	$91.87	46

IVW8 quarters

IVW
8 quarters