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

IYFIYF
3 quarters

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

No. Dynasty Wealth Management exited its IYF position in Q1 2026. Its Q4 2025 13F listed 1,762,552 shares worth $227.2M. Dynasty Wealth Management first reported IYF in Q3 2025 and held it in 2 quarterly 13F filings.

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: Fisher Asset Management, LLC

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