J.W. Cole Advisors’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

J.W. Cole Advisors’s Portfolio IDYN Stock Details IDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$833K	Buy	+27,752	New	+$842K	0.01%	802
2026 Q1	–	Sell	-23,825	Closed	-$671K	–	1541
2025 Q4	$671K	Buy	23,825 +9,781	+70%	+$268K	0.02%	788
2025 Q3	$376K	Buy	+14,044	New	+$367K	0.01%	1110

Other funds holding IDYN

4WM

4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

J.W. Cole Advisors's IDYN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares International Equity Factor Rotation Active ETF (IDYN) in Q2 2026: 27,752 shares worth $833K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IDYN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IDYN in Q3 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold IDYN as of Q2 2026.

J.W. Cole Advisors held 27,752 shares of iShares International Equity Factor Rotation Active ETF worth $833K as of Q2 2026.
iShares International Equity Factor Rotation Active ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares International Equity Factor Rotation Active ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #802 holding.
J.W. Cole Advisors first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.