Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 893,591 shares of USMV (ISHARES TR), worth $84.1M as of 2025-Q4. The position was decreased (-29.2% shares). USMV represents 0.8% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$84.1M
Current Shares
893,591
Total Value Change
-$2.5M
Total Shares Change
-137,818
Other major holders of USMV: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 893,591 |
-29.2% |
| $84.1M |
| 0.8% |
| $94.95 |
0 |
| 2025-Q3 | Increased | 1.3M | +7.2% | $120.1M | 1.6% | $94.33 | 51 |
| 2025-Q2 | Decreased | 1.2M | -1.5% | $110.5M | 1.9% | $92.27 | 0 |
| 2025-Q1 | Decreased | 1.2M | -0.8% | $111.9M | 1.9% | $91.68 | 0 |
| 2024-Q4 | Increased | 1.2M | +8.4% | $106.9M | 1.8% | $87.40 | 51 |
| 2024-Q3 | Increased | 1.1M | +7.7% | $101.4M | 3.1% | $89.30 | 59 |
| 2024-Q2 | Increased | 1M | +3.8% | $86.6M | 2.6% | $81.96 | 53 |