IWC
BDVL

Integrated Wealth Concepts’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Integrated Wealth Concepts’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 		$4.01M Buy
162,756
+146,748
+917% +$3.69M 0.03% 498
2025
Q4 		$397K Sell
16,008
-140,502
-90% -$3.52M ﹤0.01% 1196
2025
Q3 		$3.91M Buy
+156,510
New +$3.9M 0.04% 448

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Integrated Wealth Concepts's BDVL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 917% in Q1 2026, buying an estimated $3.69M and bringing the position to 162,756 shares worth $4.01M. The position accounts for 0.03% of the portfolio, ranked #498.

Integrated Wealth Concepts first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Integrated Wealth Concepts held 162,756 shares of iShares Disciplined Volatility Equity Active ETF worth $4.01M as of Q1 2026.
  • Integrated Wealth Concepts bought 146,748 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $3.69M.
  • iShares Disciplined Volatility Equity Active ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #498 holding.
  • Integrated Wealth Concepts first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.