Cambridge Investment Research Advisors
BDVL

Cambridge Investment Research Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Cambridge Investment Research 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 		$2.54M Sell
97,883
-31,774
-25% -$821K 0.01% 1489
2026
Q1 		$3.2M Sell
129,657
-14,657
-10% -$369K 0.01% 1242
2025
Q4 		$3.58M Buy
144,314
+32,521
+29% +$814K 0.01% 1111
2025
Q3 		$2.79M Buy
+111,793
New +$2.79M 0.01% 1253

Other funds holding BDVL

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
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
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return

Cambridge Investment Research Advisors's BDVL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 25% in Q2 2026, selling an estimated $821K and leaving 97,883 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #1489.

Cambridge Investment Research Advisors first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.58M in Q4 2025. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Cambridge Investment Research Advisors held 97,883 shares of iShares Disciplined Volatility Equity Active ETF worth $2.54M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 31,774 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $821K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1489 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's iShares Disciplined Volatility Equity Active ETF position peaked at $3.58M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.