Avidian Wealth Enterprises’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Avidian Wealth Enterprises’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	$834K	Sell	17,028 -21,540	-56%	-$1.06M	0.02%	361
2026 Q2	$1.94M	Buy	38,568 +5,983	+18%	+$288K	0.05%	217
2026 Q1	$1.34M	Buy	+32,585	New	+$1.4M	0.04%	248

Other funds holding BLCR

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Avidian Wealth Enterprises's BLCR Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its BlackRock Large Cap Core ETF (BLCR) stake by 56% in Q3 2026, selling an estimated $1.06M and leaving 17,028 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #361.

Avidian Wealth Enterprises first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.94M in Q2 2026. 193 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

Avidian Wealth Enterprises held 17,028 shares of BlackRock Large Cap Core ETF worth $834K as of Q3 2026.
Avidian Wealth Enterprises sold 21,540 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $1.06M.
BlackRock Large Cap Core ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #361 holding.
Avidian Wealth Enterprises first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
Avidian Wealth Enterprises's BlackRock Large Cap Core ETF position peaked at $1.94M in Q2 2026.
193 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.