Guardian Wealth Advisors (North Carolina)’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio IDYN Stock Details IDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,667	Closed	-$716K	–	385
2025 Q3	$716K	Buy	+8,667	New	+$227K	0.05%	172

Other funds holding IDYN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IDYN Position: Q4 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares International Equity Factor Rotation Active ETF (IDYN) in Q4 2025, closing a stake of 8,667 shares — an estimated $716K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IDYN in Q3 2025 and held it in 1 quarter. The position peaked at $716K in Q3 2025. 6 funds tracked by Wall St. Rank hold IDYN as of Q4 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares International Equity Factor Rotation Active ETF position as of Q4 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 8,667 iShares International Equity Factor Rotation Active ETF shares in Q4 2025, an estimated $716K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s iShares International Equity Factor Rotation Active ETF position peaked at $716K in Q3 2025.
6 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q4 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2025, filed 17 Feb 2026.