KW
DYNF icon

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

KWB Wealth’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 		$30.5M Sell
448,242
-346,162
-44% -$22.5M 2.61% 6
2026
Q1 		$48.3M Sell
794,404
-10,969
-1% -$664K 4.78% 4
2025
Q4 		$49M Buy
805,373
+71,389
+10% +$4.29M 4.64% 4
2025
Q3 		$40M Sell
733,984
-9,858
-1% -$559K 4.42% 5
2025
Q2 		$36.3M Buy
743,842
+375,175
+102% +$18.8M 4.41% 6
2025
Q1 		$18.9M Buy
368,667
+38,795
+12% +$1.99M 2.28% 9
2024
Q4 		$16.3M Buy
329,872
+7,276
+2% +$374K 2.02% 11
2024
Q3 		$15.1M Buy
322,596
+53,331
+20% +$2.54M 1.97% 12
2024
Q2 		$12M Sell
269,265
-3,920
-1% -$175K 1.64% 14
2024
Q1 		$12.1M Buy
+273,185
New +$11.5M 1.63% 14

Other funds holding DYNF

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KWB Wealth's DYNF Position: Q2 2026 in Review

KWB Wealth reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 44% in Q2 2026, selling an estimated $22.5M and leaving 448,242 shares worth $30.5M. The position accounts for 2.61% of the portfolio, ranked #6.

KWB Wealth first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $49M in Q4 2025. 173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • KWB Wealth held 448,242 shares of BlackRock US Equity Factor Rotation ETF worth $30.5M as of Q2 2026.
  • KWB Wealth sold 346,162 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $22.5M.
  • BlackRock US Equity Factor Rotation ETF made up 2.61% of KWB Wealth's portfolio in Q2 2026, its #6 holding.
  • KWB Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • KWB Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $49M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

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