Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.8M shares of IYF (ISHARES TR), worth $227.2M as of 2025-Q4. The position was increased (++545.2% shares). IYF represents 2.2% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$227.2M
Current Shares
1.8M
Total Value Change
+$192.7M
Total Shares Change
+1.5M
Other major holders of IYF: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 1.8M |
+545.2% |
| $227.2M |
| 2.2% |
| $129.86 |
85 |
| 2025-Q3 | New | 273,176 | - | $34.6M | 0.5% | $126.60 | 48 |