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

Commonwealth Equity Services’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 Q3	$1.52M	Sell	58,103 -5,808	-9%	-$153K	﹤0.01%	2298
2026 Q2	$1.66M	Sell	63,911 -10,139	-14%	-$262K	﹤0.01%	2295
2026 Q1	$1.83M	Sell	74,050 -112,792	-60%	-$2.84M	﹤0.01%	2087
2025 Q4	$4.63M	Buy	186,842 +10,611	+6%	+$266K	0.01%	1381
2025 Q3	$4.41M	Buy	+176,231	New	+$4.39M	0.01%	1438

Other funds holding BDVL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Commonwealth Equity Services's BDVL Position: Q3 2026 in Review

Commonwealth Equity Services reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 9.1% in Q3 2026, selling an estimated $153K and leaving 58,103 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Commonwealth Equity Services first reported a position in BDVL in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.63M in Q4 2025. 37 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

Commonwealth Equity Services held 58,103 shares of iShares Disciplined Volatility Equity Active ETF worth $1.52M as of Q3 2026.
Commonwealth Equity Services sold 5,808 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $153K.
iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2298 holding.
Commonwealth Equity Services first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
Commonwealth Equity Services's iShares Disciplined Volatility Equity Active ETF position peaked at $4.63M in Q4 2025.
37 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.