Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 153,333 shares of QUAL (ISHARES TR), worth $29.4M as of 2026-Q1. The position was decreased (-8.7% shares). QUAL represents 0.3% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$29.4M
Current Shares
153,333
Total Value Change
-$21.8M
Total Shares Change
-301,060
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 153,333 |
-8.7% |
| $29.4M |
| 0.3% |
| $202.29 |
0 |
| 2025-Q4 | 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 |