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MEARMEAR
10 quarters

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

Dynasty Wealth Management, LLC holds 260,289 shares of MEAR (ISHARES U S ETF TR), worth $13.1M as of 2026-Q2. The position was increased (+17.3% shares). MEAR represents 0.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$13.1M

Current Shares

260,289

Total Value Change

+$1.1M

Total Shares Change

+20,804

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
260,289
+17.3%
$13.1M0.1%$50.26
33
2026-Q1
Increased
221,903
+23.2%
$11.2M0.1%$49.87
34
2025-Q4
Decreased
180,115
-8.5%
$9.1M0.1%$49.64
0
2025-Q3
Increased
196,751
+27.2%
$9.9M0.1%$49.34
41
2025-Q2
Decreased
154,659
-1.0%
$7.8M0.1%$48.75
0
2025-Q1
Increased
156,232
+8.8%
$7.8M0.1%$48.36
36
2024-Q4
New
143,639
-
$7.2M0.1%$47.84
45
2024-Q3
Exited
0
-100.0%
$00.0%$47.66
0
2024-Q2
Decreased
130,044
-45.7%
$6.5M0.2%$47.11
0
2024-Q1
New
239,485
-
$12M0.4%$46.65
46

Other major holders of MEAR: MORGAN STANLEY

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