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

WJ 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	$491K	Sell	8,445 -155	-2%	-$9.38K	0.23%	53
2025 Q4	$523K	Buy	8,600 +42	+0.5%	+$2.53K	0.23%	51
2025 Q3	$521K	Sell	8,558 -49,838	-85%	-$2.83M	0.23%	51
2025 Q2	$3.18M	Sell	58,396 -174,360	-75%	-$8.75M	1%	28
2025 Q1	$11.3M	Sell	232,756 -3,529	-1%	-$181K	4.01%	9
2024 Q4	$12.1M	Buy	236,285 +7,429	+3%	+$382K	4.17%	8
2024 Q3	$11.3M	Buy	+228,856	New	+$10.9M	3.99%	10

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

WJ Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.8% in Q1 2026, selling an estimated $9.38K and leaving 8,445 shares worth $491K. The position accounts for 0.23% of the portfolio, ranked #53.

WJ Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.1M in Q4 2024. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

WJ Wealth Management held 8,445 shares of BlackRock US Equity Factor Rotation ETF worth $491K as of Q1 2026.
WJ Wealth Management sold 155 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $9.38K.
BlackRock US Equity Factor Rotation ETF made up 0.23% of WJ Wealth Management's portfolio in Q1 2026, its #53 holding.
WJ Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 7 quarters since.
WJ Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $12.1M in Q4 2024.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.