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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Silverlake Wealth Management's BDVL Position: Q1 2026 in Review

Silverlake Wealth Management reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 7.9% in Q1 2026, selling an estimated $267K and leaving 123,849 shares worth $3.05M. The position accounts for 0.64% of the portfolio, ranked #31.

Silverlake Wealth Management first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.34M in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

Silverlake Wealth Management held 123,849 shares of iShares Disciplined Volatility Equity Active ETF worth $3.05M as of Q1 2026.
Silverlake Wealth Management sold 10,614 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $267K.
iShares Disciplined Volatility Equity Active ETF made up 0.64% of Silverlake Wealth Management's portfolio in Q1 2026, its #31 holding.
Silverlake Wealth Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
Silverlake Wealth Management's iShares Disciplined Volatility Equity Active ETF position peaked at $3.34M in Q4 2025.
91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.