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 Q3	$1.27M	Hold	48,595	–	–	0.59%	40
2026 Q2	$1.26M	Sell	48,595 -645	-1%	-$16.7K	0.64%	40
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Milestone Asset Management Group's BDVL Position: Q3 2026 in Review

Milestone Asset Management Group held its iShares Disciplined Volatility Equity Active ETF (BDVL) position steady in Q3 2026 at 48,595 shares worth $1.27M. The position accounts for 0.59% of the portfolio, ranked #40.

Milestone Asset Management Group first reported a position in BDVL in Q3 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

Milestone Asset Management Group held 48,595 shares of iShares Disciplined Volatility Equity Active ETF worth $1.27M as of Q3 2026.
Milestone Asset Management Group left its iShares Disciplined Volatility Equity Active ETF share count unchanged in Q3 2026.
iShares Disciplined Volatility Equity Active ETF made up 0.59% of Milestone Asset Management Group's portfolio in Q3 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 5 quarters since.
84 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.