4J Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

4J Wealth Management’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18M	Buy	265,350 +45,444	+21%	+$2.96M	8.85%	3
2026 Q1	$12.8M	Buy	219,906 +74,011	+51%	+$4.48M	7.27%	3
2025 Q4	$8.87M	Buy	145,895 +19,481	+15%	+$1.17M	5.08%	4
2025 Q3	$7.48M	Buy	126,414 +74,780	+145%	+$4.24M	4.4%	5
2025 Q2	$2.81M	Buy	+51,634	New	+$2.59M	1.9%	13

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4J Wealth Management's DYNF Position: Q2 2026 in Review

4J Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 21% in Q2 2026, buying an estimated $2.96M and bringing the position to 265,350 shares worth $18M. The position accounts for 8.85% of the portfolio, ranked #3.

4J Wealth Management first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

4J Wealth Management held 265,350 shares of BlackRock US Equity Factor Rotation ETF worth $18M as of Q2 2026.
4J Wealth Management bought 45,444 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.96M.
BlackRock US Equity Factor Rotation ETF made up 8.85% of 4J Wealth Management's portfolio in Q2 2026, its #3 holding.
4J Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
405 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.