Number of Shares
671,231.00
Current Holdings Value*
$36.56 Mil
% of Portfolio
5.51%
Total Estimate Gain
$8.07 Mil
% of Total Estimate Gain
22.23%

Intelligence Driven Advisers, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-06-30, Intelligence Driven Advisers, LLC held 671,231.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $36.56 Mil. This investment constitutes 5.51% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.19% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Intelligence Driven Advisers, LLC has made 5 purchases of DYNF, at an average price of $44.43, for a total of 817,414.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 146,183.00 shares. Based on historical transaction data and DYNF's current price of $54.92, Intelligence Driven Advisers, LLC's estimated gain on his DYNF holdings is $8.07 Mil, reflecting a 22.23% gain to date.

Intelligence Driven Advisers, LLC DYNF ($54.92) Holding Chart

Intelligence Driven Advisers, LLC DYNF ($54.92) 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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