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IYW
Showing 8 of 9 quarters

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

Dynasty Wealth Management, LLC holds 352,756 shares of IYW (ISHARES TR), worth $64M as of 2026-Q1. The position was decreased (-64.2% shares). IYW represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$64M

Current Shares

352,756

Total Value Change

-$32.5M

Total Shares Change

-288,274

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
352,756
-64.2%
$64M0.6%$188.91
0
2025-Q4
Decreased
986,140
-11.5%
$196.9M1.9%$201.51
0
2025-Q3
Increased
1.1M
+6.1%
$218.3M2.9%$194.88
56
2025-Q2
Decreased
1.1M
-19.7%
$182M3.1%$171.67
0
2025-Q1
Decreased
1.3M
-6.8%
$183.7M3.1%$140.50
0
2024-Q4
Increased
1.4M
+54.8%
$224M3.9%$160.74
79
2024-Q3
Increased
906,996
+41.5%
$136.6M4.1%$150.70
74
2024-Q2
Decreased
641,030
-27.4%
$96.5M2.8%$150.09
0

Other major holders of IYW: ENVESTNET ASSET MANAGEMENT INC

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