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SHP Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

SHP Wealth Management’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
Q1 		– Sell
-75
Closed -$4.56K – 1846
2025
Q4 		$4.56K Buy
+75
New +$4.51K ﹤0.01% 999

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SHP Wealth Management's DYNF Position: Q1 2026 in Review

SHP Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 75 shares — an estimated $4.56K sold.

SHP Wealth Management first reported a position in DYNF in Q4 2025 and held it in 1 quarter. The position peaked at $4.56K in Q4 2025. 822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • SHP Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 75 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $4.56K.
  • SHP Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $4.56K in Q4 2025.
  • 822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.