Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 657,578 shares of IWF (ISHARES TR), worth $311.2M as of 2025-Q4. The position was increased (++1752.6% shares). IWF represents 3.1% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$311.2M
Current Shares
657,578
Total Value Change
+$310.9M
Total Shares Change
+656,747
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 657,578 |
+1752.6% |
| $311.2M |
| 3.1% |
| $476.95 |
92 |
| 2025-Q3 | New | 35,495 | - | $16.6M | 0.2% | $466.09 | 47 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $359.49 | 0 |
| 2024-Q4 | New | 11,121 | - | $4.5M | 0.1% | $403.59 | 37 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $371.77 | 0 |
| 2024-Q2 | New | 831 | - | $302,887 | 0.0% | $362.15 | 32 |