Clear Creek Financial Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Clear Creek Financial 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	$4.83M	Buy	71,014 +7,772	+12%	+$506K	0.31%	76
2026 Q1	$3.68M	Buy	63,242 +9,122	+17%	+$552K	0.28%	84
2025 Q4	$3.29M	Buy	54,120 +410	+0.8%	+$24.7K	0.27%	86
2025 Q3	$3.18M	Buy	53,710 +2,736	+5%	+$155K	0.28%	83
2025 Q2	$2.78M	Buy	50,974 +6,306	+14%	+$316K	0.26%	86
2025 Q1	$2.18M	Sell	44,668 -96	-0.2%	-$4.93K	0.23%	93
2024 Q4	$2.29M	Buy	44,764 +2,913	+7%	+$150K	0.25%	89
2024 Q3	$2.07M	Buy	41,851 +103	+0.2%	+$4.91K	0.23%	94
2024 Q2	$1.96M	Buy	41,748 +1,487	+4%	+$66.5K	0.24%	87
2024 Q1	$1.79M	Buy	+40,261	New	+$1.69M	0.23%	90

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

DWM

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

Clear Creek Financial Management's DYNF Position: Q2 2026 in Review

Clear Creek Financial Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q2 2026, buying an estimated $506K and bringing the position to 71,014 shares worth $4.83M. The position accounts for 0.31% of the portfolio, ranked #76.

Clear Creek Financial Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Clear Creek Financial Management held 71,014 shares of BlackRock US Equity Factor Rotation ETF worth $4.83M as of Q2 2026.
Clear Creek Financial Management bought 7,772 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $506K.
BlackRock US Equity Factor Rotation ETF made up 0.31% of Clear Creek Financial Management's portfolio in Q2 2026, its #76 holding.
Clear Creek Financial Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.