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IYG
2 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.2M
+309.5%
$180.5M1.6%$85.55
77
2025-Q4
New
532,080
-
$49.1M0.5%$92.95
48

Other major holders of IYG: ENVESTNET ASSET MANAGEMENT INC

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