AWM
BDYN

Aries Wealth Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Aries Wealth Management’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Hold
8,590
– – 0.05% 219
2026
Q1 		$209K Hold
8,590
– – 0.05% 221
2025
Q4 		$220K Hold
8,590
– – 0.05% 218
2025
Q3 		$217K Buy
+8,590
New +$217K 0.05% 224

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Aries Wealth Management's BDYN Position: Q2 2026 in Review

Aries Wealth Management held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q2 2026 at 8,590 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #219.

Aries Wealth Management first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Aries Wealth Management held 8,590 shares of iShares Dynamic Equity Active ETF worth $238K as of Q2 2026.
  • Aries Wealth Management left its iShares Dynamic Equity Active ETF share count unchanged in Q2 2026.
  • iShares Dynamic Equity Active ETF made up 0.05% of Aries Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Aries Wealth Management first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.