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Not Investment Advice

BDVL

iShares Disciplined Volatility Equity Active ETF
1W: -1.4% 1M: -1.4% 3M: +2.8% YTD: +6.9%
$26.50
+0.28 (+1.05%)
 
Weekly Expected Move ±1.1%
$26 $26 $26 $27 $27
ETF NASDAQ · AUM $1.7B
Key Statistics
AUM$1.7B
Holdings493
Top 10 Wt14.9%
Volume223,347
Avg Volume260,544
Beta0.61
Portfolio Fundamentals
P/E11.3
P/B6.1
Div Yield1.80%
ROE58.4%
% Profitable84%
Inception2017-06-01
Sector Allocation
Technology 28.4%
Financial Services 16.4%
Industrials 14.5%
Healthcare 11.6%
Communication Services 8.5%
Consumer Defensive 5.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 USD CASH 2.83% $49.8M 49,777,437
2 ISHARES MSCI INDIA ETF INDA 2.49% $43.7M 898,565
3 ASML HOLDING ASML.AS 1.80% $31.6M 18,091
4 MICROSOFT MSFT 1.65% $29.0M 59,065
5 AMAZON.COM INC AMZN 1.46% $25.7M 101,961
6 MASTERCARD CLASS A MA 1.45% $25.4M 44,781
7 SOUTHERN SO 1.27% $22.3M 252,388
8 VISA CLASS A V 1.25% $21.9M 59,653
9 TAIWAN SEMICONDUCTOR MANUFACTURING 2330.TW 1.21% $21.2M 271,000
10 ALPHABET CLASS C GOOG 1.18% $20.8M 63,407

Recent Holding Changes

Date Holding Change Details
2026-09-11 WDC New
2026-09-11 ELVN New
2026-09-11 CDW New
2026-09-11 WAL New
2026-09-11 ASX.AX New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms