Avantra Family Wealth’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Avantra Family Wealth’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 Q2	$703K	Buy	+13,962	New	+$671K	0.45%	66

Other funds holding BLCR

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Avantra Family Wealth's BLCR Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in BlackRock Large Cap Core ETF (BLCR) in Q2 2026: 13,962 shares worth $703K. The stake represents 0.45% of the portfolio and ranks #66 among its holdings.

214 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

Avantra Family Wealth held 13,962 shares of BlackRock Large Cap Core ETF worth $703K as of Q2 2026.
BlackRock Large Cap Core ETF was a new Avantra Family Wealth position in Q2 2026.
BlackRock Large Cap Core ETF made up 0.45% of Avantra Family Wealth's portfolio in Q2 2026, its #66 holding.
214 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.