Two West Capital Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Two West Capital Advisors’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	$1.24M	Buy	47,957 +3,374	+8%	+$87.1K	0.62%	29
2026 Q1	$1.14M	Sell	44,583 -1,186	-3%	-$29.8K	0.61%	34
2025 Q4	$1.14M	Buy	45,769 +27,003	+144%	+$676K	0.66%	29
2025 Q3	$471K	Buy	+18,766	New	+$468K	0.28%	60

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

RFN

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BRWA

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

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Two West Capital Advisors's BDVL Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 7.6% in Q2 2026, buying an estimated $87.1K and bringing the position to 47,957 shares worth $1.24M. The position accounts for 0.62% of the portfolio, ranked #29.

Two West Capital Advisors first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Two West Capital Advisors held 47,957 shares of iShares Disciplined Volatility Equity Active ETF worth $1.24M as of Q2 2026.
Two West Capital Advisors bought 3,374 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $87.1K.
iShares Disciplined Volatility Equity Active ETF made up 0.62% of Two West Capital Advisors's portfolio in Q2 2026, its #29 holding.
Two West Capital Advisors first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.