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ICA Group Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

ICA Group 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
2024
Q2 		– Sell
-5,657
Closed -$251K – 909
2024
Q1 		$251K Buy
+5,657
New +$237K 0.05% 244

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ICA Group Wealth Management's DYNF Position: Q2 2024 in Review

ICA Group Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2024, closing a stake of 5,657 shares — an estimated $251K sold.

ICA Group Wealth Management first reported a position in DYNF in Q1 2024 and held it in 1 quarter. The position peaked at $251K in Q1 2024. 391 funds tracked by Wall St. Rank hold DYNF as of Q2 2024.

  • ICA Group Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 5,657 BlackRock US Equity Factor Rotation ETF shares in Q2 2024, an estimated $251K.
  • ICA Group Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 1 quarter.
  • ICA Group Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $251K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.