WealthGarden F.S.’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

WealthGarden F.S.’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	$921K	Sell	35,468 -34,836	-50%	-$900K	0.52%	57
2026 Q1	$1.73M	Sell	70,304 -5,335	-7%	-$134K	1.18%	20
2025 Q4	$1.91M	Buy	75,639 +5,508	+8%	+$138K	1.26%	22
2025 Q3	$1.77M	Buy	+70,131	New	+$1.75M	1.26%	22

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BRWA

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

WealthGarden F.S.'s BDVL Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 50% in Q2 2026, selling an estimated $900K and leaving 35,468 shares worth $921K. The position accounts for 0.52% of the portfolio, ranked #57.

WealthGarden F.S. first reported a position in BDVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q4 2025. 31 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

WealthGarden F.S. held 35,468 shares of iShares Disciplined Volatility Equity Active ETF worth $921K as of Q2 2026.
WealthGarden F.S. sold 34,836 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $900K.
iShares Disciplined Volatility Equity Active ETF made up 0.52% of WealthGarden F.S.'s portfolio in Q2 2026, its #57 holding.
WealthGarden F.S. first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
WealthGarden F.S.'s iShares Disciplined Volatility Equity Active ETF position peaked at $1.91M in Q4 2025.
31 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.