Merit Financial Group
BDVL icon

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
Q3 		$565K Sell
21,633
-510
-2% -$13.5K ﹤0.01% 1509
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
WBH Advisory
WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group's BDVL Position: Q3 2026 in Review

Merit Financial Group reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 2.3% in Q3 2026, selling an estimated $13.5K and leaving 21,633 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Merit Financial Group first reported a position in BDVL in Q3 2025 and has held it in 5 quarters since. The position peaked at $575K in Q2 2026. 37 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

  • Merit Financial Group held 21,633 shares of iShares Disciplined Volatility Equity Active ETF worth $565K as of Q3 2026.
  • Merit Financial Group sold 510 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $13.5K.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1509 holding.
  • Merit Financial Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
  • Merit Financial Group's iShares Disciplined Volatility Equity Active ETF position peaked at $575K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.