OWCM
BDVL

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

One Wealth Capital 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
Q2 		$259K Buy
+9,980
New +$258K 0.07% 196

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

One Wealth Capital Management's BDVL Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026: 9,980 shares worth $259K. The stake represents 0.07% of the portfolio and ranks #196 among its holdings.

31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • One Wealth Capital Management held 9,980 shares of iShares Disciplined Volatility Equity Active ETF worth $259K as of Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new One Wealth Capital Management position in Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF made up 0.07% of One Wealth Capital Management's portfolio in Q2 2026, its #196 holding.
  • 31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.