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

IMA Advisory Services’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	$5.42M	Buy	93,162 +4,238	+5%	+$257K	0.53%	45
2025 Q4	$5.41M	Buy	+88,924	New	+$5.35M	0.52%	43

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

IMA Advisory Services's DYNF Position: Q1 2026 in Review

IMA Advisory Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.8% in Q1 2026, buying an estimated $257K and bringing the position to 93,162 shares worth $5.42M. The position accounts for 0.53% of the portfolio, ranked #45.

IMA Advisory Services first reported a position in DYNF in Q4 2025 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

IMA Advisory Services held 93,162 shares of BlackRock US Equity Factor Rotation ETF worth $5.42M as of Q1 2026.
IMA Advisory Services bought 4,238 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $257K.
BlackRock US Equity Factor Rotation ETF made up 0.53% of IMA Advisory Services's portfolio in Q1 2026, its #45 holding.
IMA Advisory Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 2 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.