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

Sterling Group 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 		$15.8M Buy
272,265
+93,856
+53% +$5.68M 7.49% 3
2025
Q4 		$10.8M Buy
178,409
+6,251
+4% +$376K 5.25% 6
2025
Q3 		$10.2M Buy
172,158
+12,499
+8% +$709K 5.05% 5
2025
Q2 		$8.7M Buy
+159,659
New +$8.01M 4.81% 5

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.72T AUM 30.48% 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

Sterling Group Wealth Management's DYNF Position: Q1 2026 in Review

Sterling Group Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 53% in Q1 2026, buying an estimated $5.68M and bringing the position to 272,265 shares worth $15.8M. The position accounts for 7.49% of the portfolio, ranked #3.

Sterling Group Wealth Management first reported a position in DYNF in Q2 2025 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Sterling Group Wealth Management held 272,265 shares of BlackRock US Equity Factor Rotation ETF worth $15.8M as of Q1 2026.
  • Sterling Group Wealth Management bought 93,856 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $5.68M.
  • BlackRock US Equity Factor Rotation ETF made up 7.49% of Sterling Group Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Sterling Group Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.