Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 658,371 shares of IWD (ISHARES TR), worth $140.7M as of 2026-Q1. The position was increased (+66.3% shares). IWD represents 1.2% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$140.7M
Current Shares
658,371
Total Value Change
+$138.2M
Total Shares Change
+649,501
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 658,371 |
+66.3% |
| $140.7M |
| 1.2% |
| $222.27 |
70 |
| 2025-Q4 | 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 |