Insight Wealth Strategies’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Insight Wealth Strategies’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	$33.1M	Buy	489,757 +14,973	+3%	+$974K	3.23%	3
2026 Q1	$27.6M	Buy	474,784 +22,623	+5%	+$1.37M	3.08%	3
2025 Q4	$27.5M	Buy	452,161 +7,849	+2%	+$472K	3.15%	6
2025 Q3	$26.3M	Buy	444,312 +13,921	+3%	+$790K	3.1%	6
2025 Q2	$23.4M	Buy	430,391 +3,896	+0.9%	+$195K	2.95%	9
2025 Q1	$20.8M	Buy	+426,495	New	+$21.9M	2.8%	10

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Insight Wealth Strategies's DYNF Position: Q2 2026 in Review

Insight Wealth Strategies increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.2% in Q2 2026, buying an estimated $974K and bringing the position to 489,757 shares worth $33.1M. The position accounts for 3.23% of the portfolio, ranked #3.

Insight Wealth Strategies first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 410 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Insight Wealth Strategies held 489,757 shares of BlackRock US Equity Factor Rotation ETF worth $33.1M as of Q2 2026.
Insight Wealth Strategies bought 14,973 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $974K.
BlackRock US Equity Factor Rotation ETF made up 3.23% of Insight Wealth Strategies's portfolio in Q2 2026, its #3 holding.
Insight Wealth Strategies first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
410 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.