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

One Wealth Capital 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	$523K	Buy	18,838 +6,964	+59%	+$186K	0.15%	103
2026 Q1	$310K	Buy	11,874 +470	+4%	+$12K	0.14%	81
2025 Q4	$292K	Sell	11,404 -181	-2%	-$4.64K	0.12%	99
2025 Q3	$293K	Buy	+11,585	New	+$292K	0.13%	90

Other funds holding BDYN

PAS

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

One Wealth Capital Management's BDYN Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares Dynamic Equity Active ETF (BDYN) stake by 59% in Q2 2026, buying an estimated $186K and bringing the position to 18,838 shares worth $523K. The position accounts for 0.15% of the portfolio, ranked #103.

One Wealth Capital Management first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

One Wealth Capital Management held 18,838 shares of iShares Dynamic Equity Active ETF worth $523K as of Q2 2026.
One Wealth Capital Management bought 6,964 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $186K.
iShares Dynamic Equity Active ETF made up 0.15% of One Wealth Capital Management's portfolio in Q2 2026, its #103 holding.
One Wealth Capital Management first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.