LongView Wealth Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

LongView Wealth 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 Q3	$1.27M	Buy	48,675 +718	+1%	+$19K	0.31%	75
2026 Q2	$1.25M	Buy	47,957 +5,460	+13%	+$141K	0.32%	72
2026 Q1	$1.1M	Buy	42,497 +8,335	+24%	+$210K	0.28%	78
2025 Q4	$858K	Buy	34,162 +19,741	+137%	+$494K	0.21%	103
2025 Q3	$361K	Buy	+14,421	New	+$360K	0.1%	153

Other funds holding BDVL

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LongView Wealth Management's BDVL Position: Q3 2026 in Review

LongView Wealth Management increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 1.5% in Q3 2026, buying an estimated $19K and bringing the position to 48,675 shares worth $1.27M. The position accounts for 0.31% of the portfolio, ranked #75.

LongView Wealth Management first reported a position in BDVL in Q3 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

LongView Wealth Management held 48,675 shares of iShares Disciplined Volatility Equity Active ETF worth $1.27M as of Q3 2026.
LongView Wealth Management bought 718 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $19K.
iShares Disciplined Volatility Equity Active ETF made up 0.31% of LongView Wealth Management's portfolio in Q3 2026, its #75 holding.
LongView Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.