Waverly Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Waverly 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	$10.1M	Buy	388,782 +39,327	+11%	+$1.02M	0.06%	294
2026 Q1	$8.61M	Buy	349,455 +25,633	+8%	+$645K	0.06%	288
2025 Q4	$8.03M	Buy	323,822 +29,995	+10%	+$751K	0.07%	281
2025 Q3	$7.35M	Buy	+293,827	New	+$7.33M	0.07%	257

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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 19.28% 1-Year Est. Return

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

Waverly Advisors's BDVL Position: Q2 2026 in Review

Waverly Advisors increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 11% in Q2 2026, buying an estimated $1.02M and bringing the position to 388,782 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #294.

Waverly Advisors 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.

Waverly Advisors held 388,782 shares of iShares Disciplined Volatility Equity Active ETF worth $10.1M as of Q2 2026.
Waverly Advisors bought 39,327 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $1.02M.
iShares Disciplined Volatility Equity Active ETF made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #294 holding.
Waverly Advisors 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.