Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 395,837 shares of IWD (ISHARES TR), worth $83.3M as of 2025-Q4. This is a new position. IWD represents 0.8% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$83.3M
Current Shares
395,837
Total Value Change
+$80.8M
Total Shares Change
+386,967
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
New |
| 395,837 |
- |
| $83.3M |
| 0.8% |
| $211.94 |
58 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $183.74 | 0 |
| 2024-Q4 | Increased | 118,422 | +1235.1% | $21.9M | 0.4% | $181.36 | 55 |
| 2024-Q3 | New | 8,870 | - | $2.5M | 0.1% | $184.97 | 36 |