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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LongView Wealth Management's BDVL Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 13% in Q2 2026, buying an estimated $141K and bringing the position to 47,957 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #72.

LongView Wealth Management first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

LongView Wealth Management held 47,957 shares of iShares Disciplined Volatility Equity Active ETF worth $1.25M as of Q2 2026.
LongView Wealth Management bought 5,460 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $141K.
iShares Disciplined Volatility Equity Active ETF made up 0.32% of LongView Wealth Management's portfolio in Q2 2026, its #72 holding.
LongView Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.