Legacy Wealth Management (Idaho)’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Legacy Wealth Management (Idaho)’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	$3.66M	Buy	+140,966	New	+$3.64M	1.51%	15
2025 Q4	–	Sell	-4,111	Closed	-$103K	–	980
2025 Q3	$103K	Buy	+4,111	New	+$102K	0.05%	126

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

Legacy Wealth Management (Idaho)'s BDVL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026: 140,966 shares worth $3.66M. The stake represents 1.51% of the portfolio and ranks #15 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in BDVL as recently as Q3 2025.

Legacy Wealth Management (Idaho) first reported a position in BDVL in Q3 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Legacy Wealth Management (Idaho) held 140,966 shares of iShares Disciplined Volatility Equity Active ETF worth $3.66M as of Q2 2026.
iShares Disciplined Volatility Equity Active ETF was a new Legacy Wealth Management (Idaho) position in Q2 2026.
iShares Disciplined Volatility Equity Active ETF made up 1.51% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #15 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 2 quarters since.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.