iShares Russell 1000 Index shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $923k | 2.5k | 365.42 |
| 2025-06-30 | $3.0M | 8.9k | 339.58 |
| 2024-12-31 | $4.4M | 14k | 322.17 |
| 2024-09-30 | $3.1M | 10k | 314.38 |
| 2024-06-30 | $2.9M | 9.9k | 297.54 |
| 2024-03-31 | $3.0M | 11k | 288.02 |
| 2018-09-30 | $3.3M | 20k | 161.72 |
| 2018-06-30 | $1.6M | 11k | 151.96 |
| 2018-03-31 | $1.5M | 10k | 146.89 |
| 2017-12-31 | $1.6M | 11k | 148.62 |