Back to Dynasty Wealth Management, LLC Dynasty Wealth Management, LLC

IWBIWB
15 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR

Yes. Dynasty Wealth Management holds 838,203 shares of IWB, worth $343.2M, as of its Q2 2026 13F filing. It increased the position from 1,981 shares in Q1 2026. Dynasty Wealth Management has held IWB since Q2 2025, across 5 quarterly 13F filings. IWB is 2.6% of Dynasty Wealth Management's reported 13F 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%$408.51
86
2026-Q1
Decreased
1,981
-21.6%
$706,2930.0%$354.96
0
2025-Q4
Increased
2,527
+0.0%
$943,6640.0%$370.88
25
2025-Q3
Decreased
2,526
-71.6%
$923,0630.0%$361.91
0
2025-Q2
New
8,901
-
$3M0.1%$335.36
37
2025-Q1
Exited
0
-100.0%
$00.0%$302.16
0
2024-Q4
Increased
13,523
+35.7%
$4.4M0.1%$316.51
35
2024-Q3
Increased
9,965
+0.7%
$3.1M0.1%$307.94
27
2024-Q2
Decreased
9,895
-6.2%
$2.9M0.1%$290.44
0
2024-Q1
New
10,549
-
$3M0.1%$280.46
37
2018-Q4
Exited
0
-100.0%
$00.0%$124.68
0
2018-Q3
Increased
20,208
+90.5%
$3.3M4.2%$144.55
77
2018-Q2
Increased
10,608
+4.7%
$1.6M3.3%$134.63
49
2018-Q1
Decreased
10,130
-3.8%
$1.5M0.6%$130.10
0
2017-Q4
First report
10,530
-
$1.6M2.7%$131.10
0

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

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