MAMG
BDVL

Milestone Asset Management Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Milestone Asset Management 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
Q1 		$1.21M Hold
49,240
– – 0.71% 40
2025
Q4 		$1.22M Buy
49,240
+626
+1% +$15.7K 0.69% 39
2025
Q3 		$1.22M Buy
+48,614
New +$1.21M 0.76% 38

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Milestone Asset Management Group's BDVL Position: Q1 2026 in Review

Milestone Asset Management Group held its iShares Disciplined Volatility Equity Active ETF (BDVL) position steady in Q1 2026 at 49,240 shares worth $1.21M. The position accounts for 0.71% of the portfolio, ranked #40.

Milestone Asset Management Group first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Milestone Asset Management Group held 49,240 shares of iShares Disciplined Volatility Equity Active ETF worth $1.21M as of Q1 2026.
  • Milestone Asset Management Group left its iShares Disciplined Volatility Equity Active ETF share count unchanged in Q1 2026.
  • iShares Disciplined Volatility Equity Active ETF made up 0.71% of Milestone Asset Management Group's portfolio in Q1 2026, its #40 holding.
  • Milestone Asset Management Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Milestone Asset Management Group's iShares Disciplined Volatility Equity Active ETF position peaked at $1.22M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.