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 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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Commonwealth Equity Services's BDVL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 14% in Q2 2026, selling an estimated $262K and leaving 63,911 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Commonwealth Equity Services first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.63M in Q4 2025. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Commonwealth Equity Services held 63,911 shares of iShares Disciplined Volatility Equity Active ETF worth $1.66M as of Q2 2026.
Commonwealth Equity Services sold 10,139 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $262K.
iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2295 holding.
Commonwealth Equity Services first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
Commonwealth Equity Services's iShares Disciplined Volatility Equity Active ETF position peaked at $4.63M in Q4 2025.
31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.