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

IYWIYW
Showing 8 of 10 quarters

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

Yes. Dynasty Wealth Management holds 300,880 shares of IYW, worth $75.9M, as of its Q2 2026 13F filing. It reduced the position by 51,876 shares (-14.7%) from Q1 2026. Dynasty Wealth Management has held IYW since Q1 2024, across 10 quarterly 13F filings. IYW is 0.6% of Dynasty Wealth Management's reported 13F 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: ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used