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TLHTLH
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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 2.1M shares of TLH (ISHARES TR), worth $205.7M as of 2026-Q2. The position was increased (+11.7% shares). TLH represents 1.5% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$205.7M

Current Shares

2.1M

Total Value Change

+$198.3M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+11.7%
$205.7M1.5%$99.59
54
2026-Q1
Increased
1.8M
+49.4%
$184.8M1.6%$98.81
66
2025-Q4
Increased
1.2M
+159.5%
$124.9M1.2%$99.05
77
2025-Q3
Increased
473,409
+75.1%
$48.8M0.7%$98.92
62
2025-Q2
Increased
270,388
+0.6%
$27.5M0.5%$96.52
34
2025-Q1
Decreased
268,736
-0.7%
$27.9M0.5%$97.53
0
2024-Q4
Increased
270,722
+171.1%
$26.9M0.5%$93.03
55
2024-Q3
Increased
99,848
+83.6%
$7.4M0.2%$100.78
51

Other major holders of TLH: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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