MFG
BDVL

Merit Financial Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Merit Financial Group’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 		$575K Buy
22,143
+1,698
+8% +$43.9K ﹤0.01% 1423
2026
Q1 		$504K Sell
20,445
-1,883
-8% -$47.4K ﹤0.01% 1371
2025
Q4 		$554K Buy
22,328
+662
+3% +$16.6K ﹤0.01% 1259
2025
Q3 		$542K Buy
+21,666
New +$540K 0.01% 1144

Other funds holding BDVL

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Merit Financial Group's BDVL Position: Q2 2026 in Review

Merit Financial Group increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 8.3% in Q2 2026, buying an estimated $43.9K and bringing the position to 22,143 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Merit Financial Group first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Merit Financial Group held 22,143 shares of iShares Disciplined Volatility Equity Active ETF worth $575K as of Q2 2026.
  • Merit Financial Group bought 1,698 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $43.9K.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1423 holding.
  • Merit Financial Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.