WBH Advisory’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History
Bought
Maintained
Sold
Other funds holding BDVL
PAS
SFA
WBH Advisory's BDVL Position: Q2 2026 in Review
WBH Advisory increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 3.6% in Q2 2026, buying an estimated $727K and bringing the position to 802,839 shares worth $20.9M. The position accounts for 1.4% of the portfolio, ranked #16.
WBH Advisory 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.
- WBH Advisory held 802,839 shares of iShares Disciplined Volatility Equity Active ETF worth $20.9M as of Q2 2026.
- WBH Advisory bought 28,154 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $727K.
- iShares Disciplined Volatility Equity Active ETF made up 1.4% of WBH Advisory's portfolio in Q2 2026, its #16 holding.
- WBH Advisory 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 WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.