IFG Advisory’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

IFG Advisory’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 Q1	–	Sell	-160,943	Closed	-$9.79M	–	463
2025 Q4	$9.79M	Buy	160,943 +7,300	+5%	+$439K	0.43%	56
2025 Q3	$9.1M	Buy	153,643 +73,847	+93%	+$4.19M	0.41%	59
2025 Q2	$4.35M	Buy	79,796 +19,858	+33%	+$996K	0.22%	123
2025 Q1	$2.92M	Buy	59,938 +3,894	+7%	+$200K	0.16%	159
2024 Q4	$2.87M	Buy	56,044 +3,017	+6%	+$155K	0.16%	153
2024 Q3	$2.62M	Sell	53,027 -11,313	-18%	-$539K	0.17%	164
2024 Q2	$3.02M	Buy	64,340 +4,581	+8%	+$205K	0.19%	131
2024 Q1	$2.65M	Buy	+59,759	New	+$2.51M	0.2%	144

Other funds holding DYNF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

IFG Advisory's DYNF Position: Q1 2026 in Review

IFG Advisory sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 160,943 shares — an estimated $9.79M sold.

IFG Advisory first reported a position in DYNF in Q1 2024 and held it in 8 quarters. The position peaked at $9.79M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

IFG Advisory reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 160,943 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $9.79M.
IFG Advisory first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 8 quarters.
IFG Advisory's BlackRock US Equity Factor Rotation ETF position peaked at $9.79M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.