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 Q3	$1.8M	Sell	68,814 -2,473	-3%	-$65.3K	0.09%	219
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

LPL Financial San Diego, California $468B AUM 17.69% 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

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Strategic Blueprint's BDVL Position: Q3 2026 in Review

Strategic Blueprint reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 3.5% in Q3 2026, selling an estimated $65.3K and leaving 68,814 shares worth $1.8M. 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 5 quarters since. The position peaked at $1.85M in Q2 2026. 37 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

Strategic Blueprint held 68,814 shares of iShares Disciplined Volatility Equity Active ETF worth $1.8M as of Q3 2026.
Strategic Blueprint sold 2,473 iShares Disciplined Volatility Equity Active ETF shares in Q3 2026, an estimated $65.3K.
iShares Disciplined Volatility Equity Active ETF made up 0.09% of Strategic Blueprint's portfolio in Q3 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 5 quarters since.
Strategic Blueprint's iShares Disciplined Volatility Equity Active ETF position peaked at $1.85M in Q2 2026.
37 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.