Fiscal Wisdom Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Fiscal Wisdom 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	$816K	Buy	12,001 +2,054	+21%	+$134K	0.69%	32
2026 Q1	$579K	Buy	9,947 +895	+10%	+$54.2K	0.56%	35
2025 Q4	$550K	Buy	9,052 +2,430	+37%	+$146K	0.52%	31
2025 Q3	$391K	Buy	+6,622	New	+$376K	0.37%	36

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

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

Fiscal Wisdom Wealth Management's DYNF Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 21% in Q2 2026, buying an estimated $134K and bringing the position to 12,001 shares worth $816K. The position accounts for 0.69% of the portfolio, ranked #32.

Fiscal Wisdom Wealth Management first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Fiscal Wisdom Wealth Management held 12,001 shares of BlackRock US Equity Factor Rotation ETF worth $816K as of Q2 2026.
Fiscal Wisdom Wealth Management bought 2,054 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $134K.
BlackRock US Equity Factor Rotation ETF made up 0.69% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #32 holding.
Fiscal Wisdom Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.