IAAG
DYNF icon

Innovative Asset Advisors Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Innovative Asset Advisors Group’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 		$40.8K Sell
600
-200
-25% -$13K 0.02% 282
2026
Q1 		$46.5K Buy
+800
New +$48.4K 0.03% 328

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Innovative Asset Advisors Group's DYNF Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 25% in Q2 2026, selling an estimated $13K and leaving 600 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #282.

Innovative Asset Advisors Group first reported a position in DYNF in Q1 2026 and has held it in 2 quarters since. The position peaked at $46.5K in Q1 2026. 856 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Innovative Asset Advisors Group held 600 shares of BlackRock US Equity Factor Rotation ETF worth $40.8K as of Q2 2026.
  • Innovative Asset Advisors Group sold 200 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $13K.
  • BlackRock US Equity Factor Rotation ETF made up 0.02% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #282 holding.
  • Innovative Asset Advisors Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's BlackRock US Equity Factor Rotation ETF position peaked at $46.5K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.