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IWFIWF
8 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR

Yes. Dynasty Wealth Management holds 2,955,926 shares of IWF, worth $367M, as of its Q2 2026 13F filing. It increased the position by 30,477 shares (+1.0%) from Q1 2026. Dynasty Wealth Management has held IWF since Q3 2025, across 4 quarterly 13F filings. IWF is 2.7% of Dynasty Wealth Management's reported 13F 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: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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