Advisory Services Network’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$573K Buy
23,250
+3,842
+20% +$96.7K 0.01% 1209
2025
Q4
$481K Sell
19,408
-607
-3% -$15.2K 0.01% 1236
2025
Q3
$500K Buy
+20,015
New +$499K 0.01% 1190

Other funds holding BDVL

Advisory Services Network's BDVL Position: Q1 2026 in Review

Advisory Services Network increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 20% in Q1 2026, buying an estimated $96.7K and bringing the position to 23,250 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #1209.

Advisory Services Network first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Advisory Services Network held 23,250 shares of iShares Disciplined Volatility Equity Active ETF worth $573K as of Q1 2026.
  • Advisory Services Network bought 3,842 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $96.7K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1209 holding.
  • Advisory Services Network first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.