Number of Shares
487,964.00
Current Holdings Value*
$23.79 Mil
% of Portfolio
5.59%
Total Estimate Gain
$6.35 Mil
% of Total Estimate Gain
28.88%

High Falls Advisors, Inc's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, High Falls Advisors, Inc held 487,964.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $23.79 Mil. This investment constitutes 5.59% of their stock portfolio, and High Falls Advisors, Inc now holds 0.15% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then High Falls Advisors, Inc has made 4 purchases of DYNF, at an average price of $42.76, for a total of 514,111.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 26,147.00 shares. Based on historical transaction data and DYNF's current price of $55.30, High Falls Advisors, Inc's estimated gain on his DYNF holdings is $6.35 Mil, reflecting a 28.88% gain to date.

High Falls Advisors, Inc DYNF ($55.30) Holding Chart

High Falls Advisors, Inc DYNF ($55.30) 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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