Independent Advisor Alliance’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Independent Advisor Alliance’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	$551K	Sell	8,101 -83,259	-91%	-$5.42M	0.01%	634
2026 Q1	$5.32M	Buy	91,360 +85,283	+1,403%	+$5.16M	0.06%	300
2025 Q4	$370K	Buy	+6,077	New	+$365K	0.01%	735
2025 Q1	–	Sell	-81,606	Closed	-$4.18M	–	929
2024 Q4	$4.18M	Buy	+81,606	New	+$4.2M	0.06%	310

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

Independent Advisor Alliance's DYNF Position: Q2 2026 in Review

Independent Advisor Alliance reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 91% in Q2 2026, selling an estimated $5.42M and leaving 8,101 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #634.

Independent Advisor Alliance first reported a position in DYNF in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.32M in Q1 2026. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Independent Advisor Alliance held 8,101 shares of BlackRock US Equity Factor Rotation ETF worth $551K as of Q2 2026.
Independent Advisor Alliance sold 83,259 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $5.42M.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #634 holding.
Independent Advisor Alliance first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 4 quarters since.
Independent Advisor Alliance's BlackRock US Equity Factor Rotation ETF position peaked at $5.32M in Q1 2026.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.