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

IHT 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 Q1	$57.6M	Buy	990,537 +265,400	+37%	+$16.1M	1.34%	10
2025 Q4	$44.1M	Buy	725,137 +236,006	+48%	+$14.2M	1.07%	14
2025 Q3	$29M	Buy	489,131 +466,890	+2,099%	+$26.5M	0.73%	22
2025 Q2	$1.21M	Sell	22,241 -3,670	-14%	-$184K	0.03%	445
2025 Q1	$1.26M	Buy	25,911 +6,738	+35%	+$346K	0.04%	412
2024 Q4	$983K	Sell	19,173 -17,749	-48%	-$914K	0.03%	457
2024 Q3	$1.82M	Buy	+36,922	New	+$1.76M	0.05%	344

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

IHT Wealth Management's DYNF Position: Q1 2026 in Review

IHT Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 37% in Q1 2026, buying an estimated $16.1M and bringing the position to 990,537 shares worth $57.6M. The position accounts for 1.34% of the portfolio, ranked #10.

IHT Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 7 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

IHT Wealth Management held 990,537 shares of BlackRock US Equity Factor Rotation ETF worth $57.6M as of Q1 2026.
IHT Wealth Management bought 265,400 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $16.1M.
BlackRock US Equity Factor Rotation ETF made up 1.34% of IHT Wealth Management's portfolio in Q1 2026, its #10 holding.
IHT Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 7 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.