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IWDIWD
6 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

Dynasty Wealth Management, LLC holds 725,606 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $175.9M as of 2026-Q2. The position was increased (+10.2% shares). IWD represents 1.3% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$175.9M

Current Shares

725,606

Total Value Change

+$173.5M

Total Shares Change

+716,736

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
725,606
+10.2%
$175.9M1.3%$242.43
53
2026-Q1
Increased
658,371
+66.3%
$140.7M1.2%$222.27
70
2025-Q4
New
395,837
-
$83.3M0.8%$211.94
58
2025-Q1
Exited
0
-100.0%
$00.0%$183.74
0
2024-Q4
Increased
118,422
+1235.1%
$21.9M0.4%$181.36
55
2024-Q3
New
8,870
-
$2.5M0.1%$184.97
36

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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