Back to Dynasty Wealth Management, LLC Dynasty Wealth Management, LLC

IWMIWM
12 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

Dynasty Wealth Management, LLC previously held 0 shares of IWM (ISHARES RUSSELL 2000 ETF ETF), worth $0 as of 2025-Q3.

Final Value

$0

Final Shares

0

Total Value Change

-$1.7M

Total Shares Change

-11,254

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q3
Latest
Exited
0
-100.0%
$00.0%$240.81
0
2025-Q2
Increased
2,579
+5.3%
$556,4260.0%$214.15
26
2025-Q1
Decreased
2,449
-12.1%
$488,6000.0%$198.67
0
2024-Q4
Increased
2,786
+0.2%
$615,5210.0%$218.23
24
2024-Q3
Increased
2,781
+0.2%
$614,2190.0%$217.23
24
2024-Q2
Decreased
2,775
-3.4%
$563,0690.0%$199.36
0
2024-Q1
New
2,873
-
$604,1400.0%$206.07
34
2018-Q4
Exited
0
-100.0%
$00.0%$121.55
0
2018-Q3
Increased
18,427
+54.7%
$3.1M4.0%$153.69
68
2018-Q2
Increased
11,914
+32.0%
$2M4.0%$148.40
60
2018-Q1
Decreased
9,024
-19.8%
$1.4M0.6%$137.58
0
2017-Q4
New
11,254
-
$1.7M3.0%$137.83
66

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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