Number of Shares
313,781.00
Current Holdings Value*
$15.30 Mil
% of Portfolio
9.39%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
7.68%

Midwest Capital Advisors, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Midwest Capital Advisors, LLC held 313,781.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $15.30 Mil. This investment constitutes 9.39% of their stock portfolio, and Midwest Capital Advisors, LLC now holds 0.1% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q4. And since then Midwest Capital Advisors, LLC has made 1 purchases of DYNF, at an average price of $51.50, for a total of 313,781.00 shares. Based on historical transaction data and DYNF's current price of $55.45, Midwest Capital Advisors, LLC's estimated gain on his DYNF holdings is $1.24 Mil, reflecting a 7.68% gain to date.

Midwest Capital Advisors, LLC DYNF ($55.45) Holding Chart

Midwest Capital Advisors, LLC DYNF ($55.45) 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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