Number of Shares
87,905.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
2.75%
Total Estimate Gain
$288,686.89
% of Total Estimate Gain
6.38%

Barnes Wealth Management Group, Inc's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Barnes Wealth Management Group, Inc held 87,905.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $4.29 Mil. This investment constitutes 2.75% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.03% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q4. And since then Barnes Wealth Management Group, Inc has made 1 purchases of DYNF, at an average price of $51.51, for a total of 87,905.00 shares. Based on historical transaction data and DYNF's current price of $54.79, Barnes Wealth Management Group, Inc's estimated gain on his DYNF holdings is $288,686.89, reflecting a 6.38% gain to date.

Barnes Wealth Management Group, Inc DYNF ($54.79) Holding Chart

Barnes Wealth Management Group, Inc DYNF ($54.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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