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QUAL
Showing 8 of 9 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
153,333
-8.7%
$29.4M0.3%$202.29
0
2025-Q4
Decreased
167,910
-71.2%
$33.4M0.3%$200.10
0
2025-Q3
Increased
582,095
+18.3%
$113.2M1.5%$192.77
56
2025-Q2
Decreased
491,900
-7.5%
$89.9M1.5%$180.59
0
2025-Q1
Increased
531,792
+1.5%
$90.9M1.5%$168.31
48
2024-Q4
Increased
523,946
+132.3%
$93.3M1.6%$176.81
76
2024-Q3
Decreased
225,544
-50.4%
$40.1M1.2%$176.39
0
2024-Q2
Increased
454,393
+93.8%
$51.2M1.5%$168.05
73

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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