Fidelity Investments’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Fidelity Investments’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	$81.5K	Sell	3,136 -2,567	-45%	-$66.3K	﹤0.01%	4069
2026 Q1	$141K	Sell	5,703 -73	-1%	-$1.84K	﹤0.01%	3656
2025 Q4	$143K	Sell	5,776 -879	-13%	-$22K	﹤0.01%	3584
2025 Q3	$166K	Buy	+6,655	New	+$166K	﹤0.01%	3444

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Fidelity Investments's BDVL Position: Q2 2026 in Review

Fidelity Investments reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 45% in Q2 2026, selling an estimated $66.3K and leaving 3,136 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4069.

Fidelity Investments first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $166K in Q3 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Fidelity Investments held 3,136 shares of iShares Disciplined Volatility Equity Active ETF worth $81.5K as of Q2 2026.
Fidelity Investments sold 2,567 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $66.3K.
iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4069 holding.
Fidelity Investments first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
Fidelity Investments's iShares Disciplined Volatility Equity Active ETF position peaked at $166K in Q3 2025.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.