Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 334,681 shares of IVW (ISHARES TR), worth $41.3M as of 2025-Q4. The position was increased (++6.0% shares). IVW represents 0.4% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$41.3M
Current Shares
334,681
Total Value Change
+$26.7M
Total Shares Change
+177,519
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
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 |