MFG
BDYN

Merit Financial Group’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Merit Financial Group’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 		$663K Buy
23,900
+11
+0% +$295 ﹤0.01% 1324
2026
Q1 		$581K Sell
23,889
-720
-3% -$18.4K ﹤0.01% 1288
2025
Q4 		$630K Sell
24,609
-1,134
-4% -$29.1K 0.01% 1159
2025
Q3 		$652K Buy
+25,743
New +$650K 0.01% 1039

Other funds holding BDYN

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Merit Financial Group's BDYN Position: Q2 2026 in Review

Merit Financial Group increased its iShares Dynamic Equity Active ETF (BDYN) stake by 0.05% in Q2 2026, buying an estimated $295 and bringing the position to 23,900 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Merit Financial Group 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.

  • Merit Financial Group held 23,900 shares of iShares Dynamic Equity Active ETF worth $663K as of Q2 2026.
  • Merit Financial Group bought 11 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $295.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1324 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.