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IWF
7 quarters

Position history for Dynasty Wealth Management, LLC's holdings in iShares Trust RUS 1000 GRW ETF

Dynasty Wealth Management, LLC holds 2.9M shares of IWF (iShares Trust RUS 1000 GRW ETF), worth $311.9M as of 2026-Q1. The position was increased (+344.9% shares). IWF represents 2.7% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$311.9M

Current Shares

2.9M

Total Value Change

+$311.5M

Total Shares Change

+2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.9M
+344.9%
$311.9M2.7%$448.66
86
2025-Q4
Increased
657,578
+1752.6%
$311.2M3.1%$476.95
92
2025-Q3
New
35,495
-
$16.6M0.2%$466.09
47
2025-Q1
Exited
0
-100.0%
$00.0%$359.49
0
2024-Q4
New
11,121
-
$4.5M0.1%$403.59
37
2024-Q3
Exited
0
-100.0%
$00.0%$371.77
0
2024-Q2
New
831
-
$302,8870.0%$362.15
32

Other major holders of IWF: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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