McGlone Suttner Wealth Management’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

McGlone Suttner Wealth Management’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
2025 Q4	–	Sell	-4,321	Closed	-$357K	–	202
2025 Q3	$357K	Buy	+4,321	New	+$113K	0.05%	143

Other funds holding IDYN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McGlone Suttner Wealth Management's IDYN Position: Q4 2025 in Review

McGlone Suttner Wealth Management sold out of iShares International Equity Factor Rotation Active ETF (IDYN) in Q4 2025, closing a stake of 4,321 shares — an estimated $357K sold.

McGlone Suttner Wealth Management first reported a position in IDYN in Q3 2025 and held it in 1 quarter. The position peaked at $357K in Q3 2025. 6 funds tracked by Wall St. Rank hold IDYN as of Q4 2025.

McGlone Suttner Wealth Management reported no remaining iShares International Equity Factor Rotation Active ETF position as of Q4 2025 after selling out during the quarter.
McGlone Suttner Wealth Management sold 4,321 iShares International Equity Factor Rotation Active ETF shares in Q4 2025, an estimated $357K.
McGlone Suttner Wealth Management first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and held it in 1 quarter.
McGlone Suttner Wealth Management's iShares International Equity Factor Rotation Active ETF position peaked at $357K in Q3 2025.
6 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q4 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.