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 Q2	$87.2M	Buy	1,281,560 +291,023	+29%	+$18.9M	1.85%	5
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 $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

IHT Wealth Management's DYNF Position: Q2 2026 in Review

IHT Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 29% in Q2 2026, buying an estimated $18.9M and bringing the position to 1,281,560 shares worth $87.2M. The position accounts for 1.85% of the portfolio, ranked #5.

IHT Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 8 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

IHT Wealth Management held 1,281,560 shares of BlackRock US Equity Factor Rotation ETF worth $87.2M as of Q2 2026.
IHT Wealth Management bought 291,023 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $18.9M.
BlackRock US Equity Factor Rotation ETF made up 1.85% of IHT Wealth Management's portfolio in Q2 2026, its #5 holding.
IHT Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 8 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.