MYIA
Mount Yale Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
88,100
+2,401
| +3% | +$131K | 0.37% | 48 |
|
|
2025
Q1 | $4.18M | Buy |
85,699
+1,593
| +2% | +$77.7K | 0.36% | 49 |
|
|
2024
Q4 | $4.31M | Sell |
84,106
-22,015
| -21% | -$1.13M | 0.35% | 55 |
|
|
2024
Q3 | $5.25M | Sell |
106,121
-1,552
| -1% | -$76.8K | 0.5% | 38 |
|
|
2024
Q2 | $5.05M | Sell |
107,673
-2,805
| -3% | -$132K | 0.4% | 47 |
|
|
2024
Q1 | $4.91M | Buy |
+110,478
| New | +$4.91M | 0.38% | 59 |
|