FIM
BDVL

Freedom Investment Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Freedom Investment Management’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 		$290K Buy
+11,772
New +$296K 0.09% 80

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Freedom Investment Management's BDVL Position: Q1 2026 in Review

Freedom Investment Management opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q1 2026: 11,772 shares worth $290K. The stake represents 0.09% of the portfolio and ranks #80 among its holdings.

91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Freedom Investment Management held 11,772 shares of iShares Disciplined Volatility Equity Active ETF worth $290K as of Q1 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new Freedom Investment Management position in Q1 2026.
  • iShares Disciplined Volatility Equity Active ETF made up 0.09% of Freedom Investment Management's portfolio in Q1 2026, its #80 holding.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.