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IYWIYW
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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES USTECHNOLOGY ETF

Dynasty Wealth Management, LLC holds 300,880 shares of IYW (ISHARES USTECHNOLOGY ETF), worth $75.9M as of 2026-Q2. The position was decreased (-14.7% shares). IYW represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$75.9M

Current Shares

300,880

Total Value Change

-$60.7M

Total Shares Change

-606,116

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
300,880
-14.7%
$75.9M0.6%$252.23
0
2026-Q1
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

Other major holders of IYW: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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