MWM
BDVL

Modern Wealth Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Modern 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
Q1 		– Sell
-42,914
Closed -$1.06M – 959
2025
Q4 		$1.06M Buy
+42,914
New +$1.07M 0.02% 396

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 $16B AUM 26.77% 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 $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Modern Wealth Management's BDVL Position: Q1 2026 in Review

Modern Wealth Management sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q1 2026, closing a stake of 42,914 shares — an estimated $1.06M sold.

Modern Wealth Management first reported a position in BDVL in Q4 2025 and held it in 1 quarter. The position peaked at $1.06M in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Modern Wealth Management reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 42,914 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $1.06M.
  • Modern Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's iShares Disciplined Volatility Equity Active ETF position peaked at $1.06M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.