Strategic Blueprint’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Strategic Blueprint’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	$1.85M	Buy	71,287 +2,648	+4%	+$68.4K	0.09%	219
2026 Q1	$1.69M	Sell	68,639 -2,113	-3%	-$53.2K	0.1%	201
2025 Q4	$1.76M	Buy	70,752 +4,309	+6%	+$108K	0.1%	194
2025 Q3	$1.66M	Buy	+66,443	New	+$1.66M	0.07%	238

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BRWA

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

MAMG

Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return

Strategic Blueprint's BDVL Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 3.9% in Q2 2026, buying an estimated $68.4K and bringing the position to 71,287 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #219.

Strategic Blueprint first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Strategic Blueprint held 71,287 shares of iShares Disciplined Volatility Equity Active ETF worth $1.85M as of Q2 2026.
Strategic Blueprint bought 2,648 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $68.4K.
iShares Disciplined Volatility Equity Active ETF made up 0.09% of Strategic Blueprint's portfolio in Q2 2026, its #219 holding.
Strategic Blueprint first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.