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

Silverlake Wealth 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 Q3	$3M	Sell	115,032 -8,099	-7%	-$214K	0.56%	40
2026 Q2	$3.2M	Sell	123,131 -718	-0.6%	-$18.5K	0.61%	37
2026 Q1	$3.05M	Sell	123,849 -10,614	-8%	-$267K	0.64%	31
2025 Q4	$3.34M	Buy	134,463 +6,452	+5%	+$162K	0.74%	22
2025 Q3	$3.2M	Buy	+128,011	New	+$3.19M	0.78%	21

Other funds holding BDVL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $354M AUM 10.91% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return

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

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Silverlake Wealth Management's BDVL Position: Q3 2026 in Review

Silverlake Wealth Management reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 6.6% in Q3 2026, selling an estimated $214K and leaving 115,032 shares worth $3M. The position accounts for 0.56% of the portfolio, ranked #40.

Silverlake Wealth Management first reported a position in BDVL in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.34M in Q4 2025. 53 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

Silverlake Wealth Management held 115,032 shares of iShares Disciplined Volatility Equity Active ETF worth $3M as of Q3 2026.
Silverlake Wealth Management sold 8,099 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $214K.
iShares Disciplined Volatility Equity Active ETF made up 0.56% of Silverlake Wealth Management's portfolio in Q3 2026, its #40 holding.
Silverlake Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
Silverlake Wealth Management's iShares Disciplined Volatility Equity Active ETF position peaked at $3.34M in Q4 2025.
53 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.