CIBC Private Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$35.6K	Sell	585 -126	-18%	-$7.58K	﹤0.01%	1930
2025 Q3	$42.1K	Buy	711 +457	+180%	+$25.9K	﹤0.01%	1865
2025 Q2	$13.8K	Hold	254	–	–	﹤0.01%	2146
2025 Q1	$11.1K	Buy	+254	New	+$13.1K	﹤0.01%	2214

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

CIBC Private Wealth Group's DYNF Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 18% in Q4 2025, selling an estimated $7.58K and leaving 585 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

CIBC Private Wealth Group first reported a position in DYNF in Q1 2025 and has held it in 4 quarters since. The position peaked at $42.1K in Q3 2025. 787 funds tracked by Wall St. Rank hold DYNF as of Q4 2025.

CIBC Private Wealth Group held 585 shares of BlackRock US Equity Factor Rotation ETF worth $35.6K as of Q4 2025.
CIBC Private Wealth Group sold 126 BlackRock US Equity Factor Rotation ETF shares in Q4 2025, an estimated $7.58K.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1930 holding.
CIBC Private Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 4 quarters since.
CIBC Private Wealth Group's BlackRock US Equity Factor Rotation ETF position peaked at $42.1K in Q3 2025.
787 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.