ShoreHaven Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

ShoreHaven Wealth Partners’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	$20.5M	Buy	301,711 +48,232	+19%	+$3.14M	6.45%	3
2026 Q1	$14.7M	Sell	253,479 -70,622	-22%	-$4.28M	5.3%	3
2025 Q4	$19.7M	Buy	324,101 +11,681	+4%	+$702K	7.08%	3
2025 Q3	$18.5M	Buy	312,420 +77,104	+33%	+$4.37M	6.83%	3
2025 Q2	$12.8M	Sell	235,316 -31,694	-12%	-$1.59M	5.25%	4
2025 Q1	$13M	Buy	267,010 +27,241	+11%	+$1.4M	6.24%	3
2024 Q4	$12.3M	Sell	239,769 -5,184	-2%	-$267K	5.8%	3
2024 Q3	$12.1M	Buy	244,953 +14,001	+6%	+$667K	5.84%	3
2024 Q2	$10.8M	Buy	230,952 +77,382	+50%	+$3.46M	5.7%	3
2024 Q1	$6.82M	Buy	+153,570	New	+$6.44M	3.75%	6

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

ShoreHaven Wealth Partners's DYNF Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 19% in Q2 2026, buying an estimated $3.14M and bringing the position to 301,711 shares worth $20.5M. The position accounts for 6.45% of the portfolio, ranked #3.

ShoreHaven Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

ShoreHaven Wealth Partners held 301,711 shares of BlackRock US Equity Factor Rotation ETF worth $20.5M as of Q2 2026.
ShoreHaven Wealth Partners bought 48,232 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $3.14M.
BlackRock US Equity Factor Rotation ETF made up 6.45% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #3 holding.
ShoreHaven Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.