Fiduciary Family Office’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Fiduciary Family Office’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 Q1	$213K	Sell	8,638 -102	-1%	-$2.57K	0.06%	175
2025 Q4	$217K	Sell	8,740 -65	-0.7%	-$1.63K	0.06%	177
2025 Q3	$220K	Buy	+8,805	New	+$220K	0.06%	179

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Fiduciary Family Office's BDVL Position: Q1 2026 in Review

Fiduciary Family Office reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 1.2% in Q1 2026, selling an estimated $2.57K and leaving 8,638 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #175.

Fiduciary Family Office first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q3 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

Fiduciary Family Office held 8,638 shares of iShares Disciplined Volatility Equity Active ETF worth $213K as of Q1 2026.
Fiduciary Family Office sold 102 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $2.57K.
iShares Disciplined Volatility Equity Active ETF made up 0.06% of Fiduciary Family Office's portfolio in Q1 2026, its #175 holding.
Fiduciary Family Office first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
Fiduciary Family Office's iShares Disciplined Volatility Equity Active ETF position peaked at $220K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.