Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1,981 shares of IWB (ISHARES TR), worth $706,293 as of 2026-Q1. The position was decreased (-21.6% shares). IWB represents 0.0% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$706,293
Current Shares
1,981
Total Value Change
-$2.2M
Total Shares Change
-7,914
Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC
Decreased |
| 1,981 |
-21.6% |
| $706,293 |
| 0.0% |
| $373.15 |
0 |
| 2025-Q4 | Increased | 2,527 | +0.0% | $943,664 | 0.0% | $376.20 | 25 |
| 2025-Q3 | Decreased | 2,526 | -71.6% | $923,063 | 0.0% | $363.42 | 0 |
| 2025-Q2 | New | 8,901 | - | $3M | 0.1% | $335.58 | 37 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $302.55 | 0 |
| 2024-Q4 | Increased | 13,523 | +35.7% | $4.4M | 0.1% | $319.91 | 35 |
| 2024-Q3 | Increased | 9,965 | +0.7% | $3.1M | 0.1% | $308.93 | 27 |
| 2024-Q2 | Decreased | 9,895 | -6.2% | $2.9M | 0.1% | $292.44 | 0 |