SHJ
DYNF icon

Sharkey, Howes & Javer’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sharkey, Howes & Javer’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51M Sell
749,348
-419
-0.1% -$27.3K 6.16% 3
2026
Q1 		$43.6M Sell
749,767
-148,216
-17% -$8.97M 5.88% 3
2025
Q4 		$54.6M Sell
897,983
-37,524
-4% -$2.26M 6.94% 2
2025
Q3 		$55.4M Buy
935,507
+99,092
+12% +$5.62M 7.12% 2
2025
Q2 		$45.6M Sell
836,415
-14,627
-2% -$734K 6.11% 4
2025
Q1 		$41.5M Buy
851,042
+112,787
+15% +$5.8M 5.94% 4
2024
Q4 		$37.8M Sell
738,255
-7,058
-0.9% -$363K 5.32% 4
2024
Q3 		$36.9M Sell
745,313
-71,261
-9% -$3.4M 5.25% 4
2024
Q2 		$38.3M Buy
816,574
+596,639
+271% +$26.7M 6.19% 4
2024
Q1 		$9.77M Buy
+219,935
New +$9.23M 1.6% 14

Other funds holding DYNF

FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return