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
Other major holders of IYW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Decreased |
| 352,756 |
-64.2% |
| $64M |
| 0.6% |
| $188.91 |
0 |
| 2025-Q4 | Decreased | 986,140 | -11.5% | $196.9M | 1.9% | $201.51 | 0 |
| 2025-Q3 | Increased | 1.1M | +6.1% | $218.3M | 2.9% | $194.88 | 56 |
| 2025-Q2 | Decreased | 1.1M | -19.7% | $182M | 3.1% | $171.67 | 0 |
| 2025-Q1 | Decreased | 1.3M | -6.8% | $183.7M | 3.1% | $140.50 | 0 |
| 2024-Q4 | Increased | 1.4M | +54.8% | $224M | 3.9% | $160.74 | 79 |
| 2024-Q3 | Increased | 906,996 | +41.5% | $136.6M | 4.1% | $150.70 | 74 |
| 2024-Q2 | Decreased | 641,030 | -27.4% | $96.5M | 2.8% | $150.09 | 0 |