Ownership history in SWMG, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC 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 | 347,861 | +19,499 | +5.9% | 5.95% | $21.4M | $60.65 |
| 2025 Q3 | ADDED | 328,362 | +83,297 | +34.0% | 5.90% | $19.5M | $58.91 |
| 2025 Q2 | ADDED | 245,065 | +48,957 | +25.0% | 4.62% | $13.7M | $54.08 |
| 2025 Q1 | REDUCED | 196,108 | -524 | -0.3% | 3.75% | $9.5M | $48.25 |
| 2024 Q4 | ADDED | 196,632 | +15,563 | +8.6% | 4.16% | $10.4M | $50.54 |
| 2024 Q3 | REDUCED | 181,069 | -5,683 | -3.0% | 3.91% | $9.5M | $48.67 |
| 2024 Q2 | ADDED | 186,752 | +8,190 | +4.6% | 3.90% | $8.8M | $46.08 |
| 2024 Q1 | INITIATED | 178,562 | — | — | 3.57% | $7.9M | — |
As of 2025 Q4 — sorted by position size