Shira Ridge Wealth Management DYNF Holdings History
Shira Ridge Wealth Management's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 103,383.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $5.63 Mil. This investment constitutes 2.57% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.03% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2025Q1. And since then Shira Ridge Wealth Management has made 2 purchases of DYNF, at an average price of $51.24, for a total of 103,383.00 shares. Based on historical transaction data and DYNF's current price of $55.79, Shira Ridge Wealth Management's estimated gain on his DYNF holdings is $470,306.37, reflecting a 8.88% gain to date.
Shira Ridge Wealth Management DYNF ($55.79) Holding Chart
Shira Ridge Wealth Management DYNF ($55.79) 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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