LongView Wealth Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

LongView Wealth Management’s Portfolio BDYN Stock Details BDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Buy	57,950 +3,933	+7%	+$105K	0.41%	56
2026 Q1	$1.4M	Buy	54,017 +12,427	+30%	+$318K	0.35%	64
2025 Q4	$1.09M	Buy	41,590 +19,293	+87%	+$494K	0.26%	79
2025 Q3	$564K	Buy	+22,297	New	+$563K	0.15%	115

Other funds holding BDYN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

LongView Wealth Management's BDYN Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Dynamic Equity Active ETF (BDYN) stake by 7.3% in Q2 2026, buying an estimated $105K and bringing the position to 57,950 shares worth $1.61M. The position accounts for 0.41% of the portfolio, ranked #56.

LongView Wealth Management first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

LongView Wealth Management held 57,950 shares of iShares Dynamic Equity Active ETF worth $1.61M as of Q2 2026.
LongView Wealth Management bought 3,933 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $105K.
iShares Dynamic Equity Active ETF made up 0.41% of LongView Wealth Management's portfolio in Q2 2026, its #56 holding.
LongView Wealth Management first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.