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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PAS

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 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 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. 101 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.
101 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.