CA
BDVL

Claro Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Claro 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 		$1.41M Buy
54,112
+2,329
+4% +$60.2K 0.15% 122
2026
Q1 		$1.28M Buy
51,783
+8,589
+20% +$216K 0.15% 122
2025
Q4 		$1.07M Sell
43,194
-4,952
-10% -$124K 0.15% 122
2025
Q3 		$1.2M Buy
+48,146
New +$1.2M 0.18% 106

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
Cambridge Investment Research Advisors
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
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
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return

Claro Advisors's BDVL Position: Q2 2026 in Review

Claro Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 4.5% in Q2 2026, buying an estimated $60.2K and bringing the position to 54,112 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #122.

Claro Advisors first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Claro Advisors held 54,112 shares of iShares Disciplined Volatility Equity Active ETF worth $1.41M as of Q2 2026.
  • Claro Advisors bought 2,329 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $60.2K.
  • iShares Disciplined Volatility Equity Active ETF made up 0.15% of Claro Advisors's portfolio in Q2 2026, its #122 holding.
  • Claro Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.