AWMI
BDVL

Aegis Wealth Management (Iowa)’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio BDVL Stock Details BDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$487K Buy
18,759
+6,995
+59% +$181K 0.31% 64
2026
Q1 		$290K Buy
11,764
+2,231
+23% +$56.1K 0.23% 80
2025
Q4 		$236K Buy
+9,533
New +$239K 0.19% 85

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s BDVL Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 59% in Q2 2026, buying an estimated $181K and bringing the position to 18,759 shares worth $487K. The position accounts for 0.31% of the portfolio, ranked #64.

Aegis Wealth Management (Iowa) first reported a position in BDVL in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 18,759 shares of iShares Disciplined Volatility Equity Active ETF worth $487K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 6,995 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $181K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.31% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #64 holding.
  • Aegis Wealth Management (Iowa) first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.