Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 167,910 shares of QUAL (ISHARES TR), worth $33.4M as of 2025-Q4. The position was decreased (-71.2% shares). QUAL represents 0.3% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$33.4M
Current Shares
167,910
Total Value Change
-$17.8M
Total Shares Change
-286,483
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 167,910 |
-71.2% |
| $33.4M |
| 0.3% |
| $200.10 |
0 |
| 2025-Q3 | Increased | 582,095 | +18.3% | $113.2M | 1.5% | $192.77 | 56 |
| 2025-Q2 | Decreased | 491,900 | -7.5% | $89.9M | 1.5% | $180.59 | 0 |
| 2025-Q1 | Increased | 531,792 | +1.5% | $90.9M | 1.5% | $168.31 | 48 |
| 2024-Q4 | Increased | 523,946 | +132.3% | $93.3M | 1.6% | $176.81 | 76 |
| 2024-Q3 | Decreased | 225,544 | -50.4% | $40.1M | 1.2% | $176.39 | 0 |
| 2024-Q2 | Increased | 454,393 | +93.8% | $51.2M | 1.5% | $168.05 | 73 |