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Institute for Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Institute for Wealth Management’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 		$4.96K Buy
+73
New +$4.75K ﹤0.01% 1457

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Commonwealth Equity Services
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

Institute for Wealth Management's DYNF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 73 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings.

644 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Institute for Wealth Management held 73 shares of BlackRock US Equity Factor Rotation ETF worth $4.96K as of Q2 2026.
  • BlackRock US Equity Factor Rotation ETF was a new Institute for Wealth Management position in Q2 2026.
  • BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1457 holding.
  • 644 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.