Westside Investment Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Westside Investment 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 Q2	$53.1K	Buy	+781	New	+$50.8K	0.01%	573
2025 Q4	–	Sell	-82	Closed	-$4.85K	–	1503
2025 Q3	$4.85K	Hold	82	–	–	﹤0.01%	1270
2025 Q2	$4.47K	Hold	82	–	–	﹤0.01%	1160
2025 Q1	$4K	Buy	+82	New	+$4.21K	﹤0.01%	807

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

Westside Investment Management's DYNF Position: Q2 2026 in Review

Westside Investment Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 781 shares worth $53.1K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in DYNF as recently as Q3 2025.

Westside Investment Management first reported a position in DYNF in Q1 2025 and has held it in 4 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Westside Investment Management held 781 shares of BlackRock US Equity Factor Rotation ETF worth $53.1K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Westside Investment Management position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #573 holding.
Westside Investment Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 4 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.