IFP Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

IFP Advisors’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	$11.4M	Buy	166,925 +5,038	+3%	+$328K	0.21%	108
2026 Q1	$9.42M	Sell	161,887 -965	-0.6%	-$58.4K	0.2%	113
2025 Q4	$9.9M	Buy	162,852 +7,151	+5%	+$430K	0.22%	89
2025 Q3	$9.22M	Buy	155,701 +33,531	+27%	+$1.9M	0.24%	86
2025 Q2	$6.65M	Buy	122,170 +18,896	+18%	+$948K	0.19%	112
2025 Q1	$5.04M	Sell	103,274 -7,450	-7%	-$383K	0.16%	146
2024 Q4	$5.67M	Buy	110,724 +27,015	+32%	+$1.39M	0.19%	114
2024 Q3	$4.14M	Buy	83,709 +3,292	+4%	+$157K	0.15%	144
2024 Q2	$3.77M	Buy	80,417 +38,279	+91%	+$1.71M	0.15%	139
2024 Q1	$1.87M	Buy	+42,138	New	+$1.77M	0.08%	266

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

IFP Advisors's DYNF Position: Q2 2026 in Review

IFP Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.1% in Q2 2026, buying an estimated $328K and bringing the position to 166,925 shares worth $11.4M. The position accounts for 0.21% of the portfolio, ranked #108.

IFP Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

IFP Advisors held 166,925 shares of BlackRock US Equity Factor Rotation ETF worth $11.4M as of Q2 2026.
IFP Advisors bought 5,038 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $328K.
BlackRock US Equity Factor Rotation ETF made up 0.21% of IFP Advisors's portfolio in Q2 2026, its #108 holding.
IFP Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.