Sequoia Financial Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Sequoia Financial Advisors’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	$12.9M	Sell	496,841 -15,203	-3%	-$393K	0.06%	190
2026 Q1	$12.6M	Sell	512,044 -8,143	-2%	-$205K	0.07%	179
2025 Q4	$12.9M	Buy	520,187 +17,468	+3%	+$437K	0.07%	181
2025 Q3	$12.6M	Buy	+502,719	New	+$12.5M	0.08%	170

Other funds holding BDVL

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors's BDVL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 3% in Q2 2026, selling an estimated $393K and leaving 496,841 shares worth $12.9M. The position accounts for 0.06% of the portfolio, ranked #190.

Sequoia Financial Advisors first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Sequoia Financial Advisors held 496,841 shares of iShares Disciplined Volatility Equity Active ETF worth $12.9M as of Q2 2026.
Sequoia Financial Advisors sold 15,203 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $393K.
iShares Disciplined Volatility Equity Active ETF made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #190 holding.
Sequoia Financial Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.