Number of Shares
180,291.00
Current Holdings Value*
$8.79 Mil
% of Portfolio
0.8%
Total Estimate Gain
$802,060.54
% of Total Estimate Gain
8.65%

Van Hulzen Asset Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Van Hulzen Asset Management, LLC held 180,291.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $8.79 Mil. This investment constitutes 0.8% of their stock portfolio, and Van Hulzen Asset Management, LLC now holds 0.06% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q4. And since then Van Hulzen Asset Management, LLC has made 2 purchases of DYNF, at an average price of $51.40, for a total of 180,291.00 shares. Based on historical transaction data and DYNF's current price of $55.85, Van Hulzen Asset Management, LLC's estimated gain on his DYNF holdings is $802,060.54, reflecting a 8.65% gain to date.

Van Hulzen Asset Management, LLC DYNF ($55.85) Holding Chart

Van Hulzen Asset Management, LLC 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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