Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 2.9M shares of IWF (ISHARES TR), 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
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 2.9M |
+344.9% |
| $311.9M |
| 2.7% |
| $448.66 |
86 |
| 2025-Q4 | 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 |