WBH Advisory’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

WBH Advisory’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 Q1	$19.3M	Sell	774,685 -16,921	-2%	-$426K	1.44%	18
2025 Q4	$19.6M	Buy	791,606 +10,567	+1%	+$265K	1.45%	18
2025 Q3	$19.5M	Buy	+781,039	New	+$19.5M	1.49%	19

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

WBH Advisory's BDVL Position: Q1 2026 in Review

WBH Advisory reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 2.1% in Q1 2026, selling an estimated $426K and leaving 774,685 shares worth $19.3M. The position accounts for 1.44% of the portfolio, ranked #18.

WBH Advisory first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.6M in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

WBH Advisory held 774,685 shares of iShares Disciplined Volatility Equity Active ETF worth $19.3M as of Q1 2026.
WBH Advisory sold 16,921 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $426K.
iShares Disciplined Volatility Equity Active ETF made up 1.44% of WBH Advisory's portfolio in Q1 2026, its #18 holding.
WBH Advisory first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
WBH Advisory's iShares Disciplined Volatility Equity Active ETF position peaked at $19.6M in Q4 2025.
91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.