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

Dynasty Wealth Management, LLC holds 1.8M shares of TLH (ISHARES TR), worth $184.8M as of 2026-Q1. The position was increased (+49.4% shares). TLH represents 1.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$184.8M

Current Shares

1.8M

Total Value Change

+$179.2M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+49.4%
$184.8M1.6%$103.59
66
2025-Q4
Increased
1.2M
+159.5%
$124.9M1.2%$101.83
77
2025-Q3
Increased
473,409
+75.1%
$48.8M0.7%$101.29
62
2025-Q2
Increased
270,388
+0.6%
$27.5M0.5%$97.94
34
2025-Q1
Decreased
268,736
-0.7%
$27.9M0.5%$99.15
0
2024-Q4
Increased
270,722
+171.1%
$26.9M0.5%$95.43
55
2024-Q3
Increased
99,848
+83.6%
$7.4M0.2%$103.45
51
2024-Q2
Increased
54,378
+411.5%
$5.6M0.2%$95.83
52

Other major holders of TLH: ENVESTNET ASSET MANAGEMENT INC

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