B. Riley Wealth Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

B. Riley Wealth Advisors’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	$1.49M	Buy	57,797 +24,080	+71%	+$622K	0.08%	223
2026 Q1	$814K	Buy	33,717 +5,377	+19%	+$135K	0.05%	327
2025 Q4	$703K	Buy	28,340 +4,676	+20%	+$117K	0.03%	426
2025 Q3	$592K	Buy	+23,664	New	+$590K	0.03%	482

Other funds holding BDVL

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

B. Riley Wealth Advisors's BDVL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 71% in Q2 2026, buying an estimated $622K and bringing the position to 57,797 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #223.

B. Riley Wealth Advisors first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

B. Riley Wealth Advisors held 57,797 shares of iShares Disciplined Volatility Equity Active ETF worth $1.49M as of Q2 2026.
B. Riley Wealth Advisors bought 24,080 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $622K.
iShares Disciplined Volatility Equity Active ETF made up 0.08% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #223 holding.
B. Riley Wealth Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.