RIS
BDVL

Richmond Investment Services’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Richmond Investment Services’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 		– Sell
-22,671
Closed -$559K – 268
2026
Q1 		$559K Buy
22,671
+290
+1% +$7.3K 0.09% 142
2025
Q4 		$555K Buy
22,381
+6,083
+37% +$152K 0.1% 129
2025
Q3 		$407K Buy
+16,298
New +$406K 0.08% 156

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

Richmond Investment Services's BDVL Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026, closing a stake of 22,671 shares — an estimated $559K sold.

Richmond Investment Services first reported a position in BDVL in Q3 2025 and held it in 3 quarters. The position peaked at $559K in Q1 2026. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 22,671 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $559K.
  • Richmond Investment Services first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and held it in 3 quarters.
  • Richmond Investment Services's iShares Disciplined Volatility Equity Active ETF position peaked at $559K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.