RDA Financial Network’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

RDA Financial Network’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	$2.04M	Sell	78,154 -1,769	-2%	-$46.7K	0.44%	58
2026 Q2	$2.08M	Buy	79,923 +3,260	+4%	+$84.2K	0.45%	55
2026 Q1	$1.89M	Sell	76,663 -158	-0.2%	-$3.98K	0.47%	59
2025 Q4	$1.91M	Buy	76,821 +10,148	+15%	+$254K	0.46%	63
2025 Q3	$1.67M	Buy	+66,673	New	+$1.66M	0.41%	77

Other funds holding BDVL

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RDA Financial Network's BDVL Position: Q3 2026 in Review

RDA Financial Network reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 2.2% in Q3 2026, selling an estimated $46.7K and leaving 78,154 shares worth $2.04M. The position accounts for 0.44% of the portfolio, ranked #58.

RDA Financial Network first reported a position in BDVL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q2 2026. 6 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

RDA Financial Network held 78,154 shares of iShares Disciplined Volatility Equity Active ETF worth $2.04M as of Q3 2026.
RDA Financial Network sold 1,769 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $46.7K.
iShares Disciplined Volatility Equity Active ETF made up 0.44% of RDA Financial Network's portfolio in Q3 2026, its #58 holding.
RDA Financial Network first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
RDA Financial Network's iShares Disciplined Volatility Equity Active ETF position peaked at $2.08M in Q2 2026.
6 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.