Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 2.2M shares of IYG (ISHARES TR), worth $180.5M as of 2026-Q1. The position was increased (+309.5% shares). IYG represents 1.6% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$180.5M
Current Shares
2.2M
Total Value Change
+$131.4M
Total Shares Change
+1.6M
Other major holders of IYG: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 2.2M |
+309.5% |
| $180.5M |
| 1.6% |
| $85.55 |
77 |
| 2025-Q4 | New | 532,080 | - | $49.1M | 0.5% | $92.95 | 48 |