Rockefeller Capital Management
BDVL

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

Rockefeller 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 		– Sell
-82,295
Closed -$2.03M – 4904
2026
Q1 		$2.03M Buy
+82,295
New +$2.07M ﹤0.01% 1295

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MML Investors Services
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $187B AUM 21.7% 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 $1.49B AUM 20.41% 1-Year Est. Return

Rockefeller Capital Management's BDVL Position: Q2 2026 in Review

Rockefeller Capital Management sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026, closing a stake of 82,295 shares — an estimated $2.03M sold.

Rockefeller Capital Management first reported a position in BDVL in Q1 2026 and held it in 1 quarter. The position peaked at $2.03M in Q1 2026. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Rockefeller Capital Management reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 82,295 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $2.03M.
  • Rockefeller Capital Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q1 2026 and held it in 1 quarter.
  • Rockefeller Capital Management's iShares Disciplined Volatility Equity Active ETF position peaked at $2.03M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.