Smartleaf Asset Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Smartleaf Asset 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	$132K	Hold	5,101	–	–	﹤0.01%	1021
2026 Q1	$123K	Sell	5,101 -649	-11%	-$16.3K	﹤0.01%	1007
2025 Q4	$143K	Sell	5,750 -17,727	-76%	-$444K	0.01%	986
2025 Q3	$585K	Buy	+23,477	New	+$585K	0.04%	445

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Smartleaf Asset Management's BDVL Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Disciplined Volatility Equity Active ETF (BDVL) position steady in Q2 2026 at 5,101 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Smartleaf Asset Management first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $585K in Q3 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Smartleaf Asset Management held 5,101 shares of iShares Disciplined Volatility Equity Active ETF worth $132K as of Q2 2026.
Smartleaf Asset Management left its iShares Disciplined Volatility Equity Active ETF share count unchanged in Q2 2026.
iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1021 holding.
Smartleaf Asset Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
Smartleaf Asset Management's iShares Disciplined Volatility Equity Active ETF position peaked at $585K in Q3 2025.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.