Valmark Advisers’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History
Bought
Maintained
Sold
Other funds holding BDVL
Valmark Advisers's BDVL Position: Q2 2026 in Review
Valmark Advisers increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 0.86% in Q2 2026, buying an estimated $1.99K and bringing the position to 9,023 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #684.
Valmark Advisers first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.
- Valmark Advisers held 9,023 shares of iShares Disciplined Volatility Equity Active ETF worth $234K as of Q2 2026.
- Valmark Advisers bought 77 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $1.99K.
- iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #684 holding.
- Valmark Advisers first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
- 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.