Number of Shares
156,260.00
Current Holdings Value*
$7.62 Mil
% of Portfolio
8.45%
Total Estimate Gain
$503,369.53
% of Total Estimate Gain
6.25%

Hobbs Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Hobbs Wealth Management, LLC held 156,260.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $7.62 Mil. This investment constitutes 8.45% of their stock portfolio, and Hobbs Wealth Management, LLC now holds 0.05% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q4. And since then Hobbs Wealth Management, LLC has made 1 purchases of DYNF, at an average price of $51.50, for a total of 156,260.00 shares. Based on historical transaction data and DYNF's current price of $54.73, Hobbs Wealth Management, LLC's estimated gain on his DYNF holdings is $503,369.53, reflecting a 6.25% gain to date.

Hobbs Wealth Management, LLC DYNF ($54.73) Holding Chart

Hobbs Wealth Management, LLC DYNF ($54.73) 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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