Able Wealth Management
BLCR icon

Able Wealth Management’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Able Wealth Management’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.41M Buy
107,973
+34,092
+46% +$1.68M 1.19% 26
2026
Q2 		$3.72M Buy
73,881
+40,083
+119% +$1.93M 0.85% 33
2026
Q1 		$1.39M Buy
+33,798
New +$1.45M 0.37% 49

Other funds holding BLCR

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Able Wealth Management's BLCR Position: Q3 2026 in Review

Able Wealth Management increased its BlackRock Large Cap Core ETF (BLCR) stake by 46% in Q3 2026, buying an estimated $1.68M and bringing the position to 107,973 shares worth $5.41M. The position accounts for 1.19% of the portfolio, ranked #26.

Able Wealth Management first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Able Wealth Management held 107,973 shares of BlackRock Large Cap Core ETF worth $5.41M as of Q3 2026.
  • Able Wealth Management bought 34,092 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $1.68M.
  • BlackRock Large Cap Core ETF made up 1.19% of Able Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Able Wealth Management first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.