Back to Dynasty Wealth Management, LLCIWD
IWD5 quarters
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
Quarter-by-Quarter History
Other major holders of IWD: BANK OF AMERICA CORP /DE/