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

Windsor Advisory Group’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	$38.1K	Sell	1,467 -10,418	-88%	-$269K	0.03%	86
2026 Q1	$293K	Buy	+11,885	New	+$299K	0.24%	40

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

Windsor Advisory Group's BDVL Position: Q2 2026 in Review

Windsor Advisory Group reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 88% in Q2 2026, selling an estimated $269K and leaving 1,467 shares worth $38.1K. The position accounts for 0.03% of the portfolio, ranked #86.

Windsor Advisory Group first reported a position in BDVL in Q1 2026 and has held it in 2 quarters since. The position peaked at $293K in Q1 2026. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Windsor Advisory Group held 1,467 shares of iShares Disciplined Volatility Equity Active ETF worth $38.1K as of Q2 2026.
Windsor Advisory Group sold 10,418 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $269K.
iShares Disciplined Volatility Equity Active ETF made up 0.03% of Windsor Advisory Group's portfolio in Q2 2026, its #86 holding.
Windsor Advisory Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
Windsor Advisory Group's iShares Disciplined Volatility Equity Active ETF position peaked at $293K in Q1 2026.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.