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IWBIWB
15 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES RUSSELL 1000 ETF

Dynasty Wealth Management, LLC holds 838,203 shares of IWB (ISHARES RUSSELL 1000 ETF), worth $343.2M as of 2026-Q2. The position was increased (+422x shares). IWB represents 2.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$343.2M

Current Shares

838,203

Total Value Change

+$341.7M

Total Shares Change

+827,673

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
838,203
+422x
$343.2M2.6%$409.50
86
2026-Q1
Decreased
1,981
-21.6%
$706,2930.0%$373.15
0
2025-Q4
Increased
2,527
+0.0%
$943,6640.0%$376.20
25
2025-Q3
Decreased
2,526
-71.6%
$923,0630.0%$363.42
0
2025-Q2
New
8,901
-
$3M0.1%$335.58
37
2025-Q1
Exited
0
-100.0%
$00.0%$302.55
0
2024-Q4
Increased
13,523
+35.7%
$4.4M0.1%$319.91
35
2024-Q3
Increased
9,965
+0.7%
$3.1M0.1%$308.93
27
2024-Q2
Decreased
9,895
-6.2%
$2.9M0.1%$292.44
0
2024-Q1
New
10,549
-
$3M0.1%$282.39
37
2018-Q4
Exited
0
-100.0%
$00.0%$124.29
0
2018-Q3
Increased
20,208
+90.5%
$3.3M4.2%$145.55
77
2018-Q2
Increased
10,608
+4.7%
$1.6M3.3%$135.56
49
2018-Q1
Decreased
10,130
-3.8%
$1.5M0.6%$130.99
0
2017-Q4
New
10,530
-
$1.6M2.7%$132.00
66

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, BNP PARIBAS FINANCIAL MARKETS, FMR LLC

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