KWB Wealth DYNF Holdings History
KWB Wealth's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, KWB Wealth held 368,667.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $18.89 Mil. This investment constitutes 2.28% of their stock portfolio, and KWB Wealth now holds 0.12% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then KWB Wealth has made 4 purchases of DYNF, at an average price of $43.94, for a total of 372,587.00 shares. In addition, there have been 1 sales at an average price of $44.74 for 3,920.00 shares. Based on historical transaction data and DYNF's current price of $55.06, KWB Wealth's estimated gain on his DYNF holdings is $4.10 Mil, reflecting a 25.05% gain to date.
KWB Wealth DYNF ($55.06) Holding Chart
KWB Wealth DYNF ($55.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
