Number of Shares
836,415.00
Current Holdings Value*
$45.55 Mil
% of Portfolio
6.11%
Total Estimate Gain
$9.54 Mil
% of Total Estimate Gain
22.86%

Sharkey, Howes & Javer's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-06-30, Sharkey, Howes & Javer held 836,415.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $45.55 Mil. This investment constitutes 6.11% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.24% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Sharkey, Howes & Javer has made 3 purchases of DYNF, at an average price of $44.89, for a total of 929,361.00 shares. In addition, there have been 3 sales at an average price of $48.33 for 92,946.00 shares. Based on historical transaction data and DYNF's current price of $55.91, Sharkey, Howes & Javer's estimated gain on his DYNF holdings is $9.54 Mil, reflecting a 22.86% gain to date.

Sharkey, Howes & Javer DYNF ($55.91) Holding Chart

Sharkey, Howes & Javer DYNF ($55.91) 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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