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Impact Partnership Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Impact Partnership Wealth’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 		$713K Sell
10,483
-3,782
-27% -$246K 0.07% 193
2026
Q1 		$830K Buy
14,265
+4,663
+49% +$282K 0.1% 138
2025
Q4 		$584K Buy
9,602
+3,092
+47% +$186K 0.07% 173
2025
Q3 		$385K Buy
+6,510
New +$369K 0.06% 201

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Impact Partnership Wealth's DYNF Position: Q2 2026 in Review

Impact Partnership Wealth reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 27% in Q2 2026, selling an estimated $246K and leaving 10,483 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #193.

Impact Partnership Wealth first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. The position peaked at $830K in Q1 2026. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Impact Partnership Wealth held 10,483 shares of BlackRock US Equity Factor Rotation ETF worth $713K as of Q2 2026.
  • Impact Partnership Wealth sold 3,782 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $246K.
  • BlackRock US Equity Factor Rotation ETF made up 0.07% of Impact Partnership Wealth's portfolio in Q2 2026, its #193 holding.
  • Impact Partnership Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
  • Impact Partnership Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $830K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.