Sequoia Financial Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.8M Buy
929,681
+6,401
+0.7% +$171K 0.13% 117
2026
Q1
$22.4M Buy
923,280
+19,878
+2% +$509K 0.13% 116
2025
Q4
$23.1M Buy
903,402
+13,771
+2% +$353K 0.13% 118
2025
Q3
$22.5M Buy
+889,631
New +$22.5M 0.14% 115

Other funds holding BDYN

Sequoia Financial Advisors's BDYN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 0.69% in Q2 2026, buying an estimated $171K and bringing the position to 929,681 shares worth $25.8M. The position accounts for 0.13% of the portfolio, ranked #117.

Sequoia Financial Advisors 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.

  • Sequoia Financial Advisors held 929,681 shares of iShares Dynamic Equity Active ETF worth $25.8M as of Q2 2026.
  • Sequoia Financial Advisors bought 6,401 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $171K.
  • iShares Dynamic Equity Active ETF made up 0.13% of Sequoia Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.