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IWFIWF
8 quarters

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

Dynasty Wealth Management, LLC holds 3M shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $367M as of 2026-Q2. The position was increased (+1.0% shares). IWF represents 2.7% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$367M

Current Shares

3M

Total Value Change

+$366.7M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+1.0%
$367M2.7%$124.17
54
2026-Q1
Increased
2.9M
+344.9%
$311.9M2.7%$106.51
86
2025-Q4
Increased
657,578
+1752.6%
$311.2M3.1%$118.12
92
2025-Q3
New
35,495
-
$16.6M0.2%$116.78
47
2025-Q1
Exited
0
-100.0%
$00.0%$89.85
0
2024-Q4
New
11,121
-
$4.5M0.1%$99.82
37
2024-Q3
Exited
0
-100.0%
$00.0%$93.21
0
2024-Q2
New
831
-
$302,8870.0%$90.38
32

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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