Number of Shares
41,052.00
Current Holdings Value*
$2.26 Mil
% of Portfolio
5.29%
Total Estimate Gain
$958,646.50
% of Total Estimate Gain
11.40%

John W. Brooker & Co., CPAs's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-06-30, John W. Brooker & Co., CPAs held 41,052.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $2.26 Mil. This investment constitutes 5.29% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0.01% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then John W. Brooker & Co., CPAs has made 5 purchases of DYNF, at an average price of $46.17, for a total of 182,184.00 shares. In addition, there have been 1 sales at an average price of $50.15 for 141,132.00 shares. Based on historical transaction data and DYNF's current price of $55.85, John W. Brooker & Co., CPAs's estimated gain on his DYNF holdings is $958,646.50, reflecting a 11.40% gain to date.

John W. Brooker & Co., CPAs DYNF ($55.85) Holding Chart

John W. Brooker & Co., CPAs DYNF ($55.85) 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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