Birchwood Financial Partners, Inc. Last Quarter Change: USA ETF, Reduced

Birchwood Financial Partners, Inc. quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Birchwood Financial Partners, Inc. opened 7 positions, added to 111, reduced 12, sold out of 3 and left 39 unchanged. The largest increase in value was VOO (+$1,184,273); the largest decrease was IUSB (-$55,983).

IUSB: Country of operation —; Class ETF; Shares 2026-03-31 1,498; Shares 2026-06-30 286.
DYNF: Country of operation —; Class ETF; Shares 2026-03-31 834; Shares 2026-06-30 166.
QUAL: Country of operation —; Class ETF; Shares 2026-03-31 398; Shares 2026-06-30 191.
IVW: Country of operation —; Class ETF; Shares 2026-03-31 743; Shares 2026-06-30 429.

Two Form 13F-HR filings compared (SEC CIK 2110062): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	1,498	286	-1,212	$69,193	$13,210	-$55,983
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	834	166	-668	$48,522	$11,310	-$37,212
QUAL ISHARES MSCI USA QUALITY FACTOR ETF	ETF	398	191	-207	$76,340	$41,986	-$34,354
IVW ISHARES S&P 500 GROWTH ETF	ETF	743	429	-314	$84,039	$59,053	-$24,986
EFG ISHARES MSCI EAFE GROWTH ETF	ETF	330	170	-160	$36,768	$21,211	-$15,557
MBB ISHARES MBS ETF	ETF	186	31	-155	$17,661	$2,951	-$14,710
IVE ISHARES S&P 500 VALUE ETF	ETF	168	110	-58	$35,543	$24,923	-$10,620
EFV ISHARES MSCI EAFE VALUE ETF	ETF	919	808	-111	$68,356	$61,878	-$6,478
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	144	31	-113	$7,478	$1,637	-$5,841
TLT ISHARES 20 YEAR TREASURY BOND ETF	ETF	96	31	-65	$8,322	$2,687	-$5,635
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	185	103	-82	$14,552	$10,493	-$4,059
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	637	522	-115	$44,431	$43,221	-$1,210

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