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IYFIYF
3 quarters

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

Dynasty Wealth Management, LLC previously held 0 shares of IYF (ISHARES TR), worth $0 as of 2026-Q1.

Final Value

$0

Final Shares

0

Total Value Change

-$34.6M

Total Shares Change

-273,176

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Exited
0
-100.0%
$00.0%$122.04
0
2025-Q4
Increased
1.8M
+545.2%
$227.2M2.2%$129.86
85
2025-Q3
New
273,176
-
$34.6M0.5%$126.60
48

Other major holders of IYF: Steward Partners Investment Advisory, LLC, Phoenix Financial Ltd., Fisher Asset Management, LLC

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