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Not Investment Advice

BDVL

iShares Disciplined Volatility Equity Active ETF
1W: -0.2% 1M: -0.2% 3M: +1.4% YTD: +4.5%
$26.08
+0.19 (+0.72%)
 
Weekly Expected Move ±1.3%
$25 $25 $26 $26 $27
ETF NASDAQ · AUM $1.7B
Key Statistics
AUM$1.7B
Holdings488
Top 10 Wt12.7%
Volume222,477
Avg Volume382,035
Beta0.65
Portfolio Fundamentals
P/E17.7
P/B5.8
Div Yield1.92%
ROE35.5%
% Profitable83%
Inception2017-06-01
Sector Allocation
Technology 24.7%
Financial Services 14.0%
Industrials 12.3%
Communication Services 10.5%
Healthcare 9.9%
Other 7.3%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ISHARES MSCI INDIA ETF 2.83% $47.6M 994,752
2 USD CASH 2.10% $35.3M 35,298,700
3 ALPHABET INC CLASS C GOOG 1.69% $28.4M 72,322
4 AMAZON.COM INC AMZN 1.38% $23.3M 87,912
5 INTEL CORPORATION CORP INTC 1.28% $21.5M 198,317
6 HOWMET AEROSPACE INC HWM 1.23% $20.7M 80,490
7 MICROSOFT CORP MSFT 1.23% $20.6M 48,653
8 ASML HOLDING NV ASML.AS 1.22% $20.5M 13,916
9 CISCO SYSTEMS INC CSCO 1.19% $20.1M 168,940
10 TJX INC TJX 1.17% $19.7M 131,120

Recent Holding Changes

Date Holding Change Details
2026-05-20 SNX Changed 23252 → 23266
2026-05-20 COLO-B.CO Changed 42419 → 39127
2026-05-20 JPM Changed 13233 → 13241
2026-05-20 PSX Changed 15215 → 15223
2026-05-20 PNDORA.CO Changed -28905 → -23760

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