Ownership history in KWB Wealth · 8 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in BLACKROCK ETF TRUST (DYNF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 805,373 | +71,389 | +9.7% | 4.64% | $49.0M | $60.65 |
| 2025 Q3 | REDUCED | 733,984 | -9,858 | -1.3% | 4.42% | $40.0M | $58.91 |
| 2025 Q2 | ADDED | 743,842 | +375,175 | +101.8% | 4.41% | $36.3M | $54.08 |
| 2025 Q1 | ADDED | 368,667 | +38,795 | +11.8% | 2.28% | $18.9M | $48.25 |
| 2024 Q4 | ADDED | 329,872 | +7,276 | +2.3% | 2.02% | $16.3M | $50.54 |
| 2024 Q3 | ADDED | 322,596 | +53,331 | +19.8% | 1.97% | $15.1M | $48.67 |
| 2024 Q2 | REDUCED | 269,265 | -3,920 | -1.4% | 1.64% | $12.0M | $46.08 |
| 2024 Q1 | INITIATED | 273,185 | — | — | 1.63% | $12.1M | — |
As of 2025 Q4 — sorted by position size