Question 1

How many shares of IVV does Dynasty Wealth Management, LLC own?

Accepted Answer

As of 2026-Q1, Dynasty Wealth Management, LLC holds 1.2M shares of IVV (ISHARES TR).

Question 2

What is Dynasty Wealth Management, LLC's IVV position worth?

Accepted Answer

As of 2026-Q1, Dynasty Wealth Management, LLC's IVV position is worth $779.6M.

Question 3

Is Dynasty Wealth Management, LLC buying or selling IVV?

Accepted Answer

In 2026-Q1, Dynasty Wealth Management, LLC increased their IVV position (+12.5% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy IVV?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in IVV in 2026-Q1. They have held the position across 9 quarters.