BCU Wealth Advisors
BLCR icon

BCU Wealth Advisors’s BlackRock Large Cap Core ETF BLCR Stock Holding History

BCU Wealth Advisors’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 		$1.68M Buy
34,325
+5,950
+21% +$293K 0.54% 16
2026
Q2 		$1.43M Buy
28,375
+1,500
+6% +$72.1K 0.47% 21
2026
Q1 		$1.1M Buy
+26,875
New +$1.15M 0.41% 26

Other funds holding BLCR

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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

BCU Wealth Advisors's BLCR Position: Q3 2026 in Review

BCU Wealth Advisors increased its BlackRock Large Cap Core ETF (BLCR) stake by 21% in Q3 2026, buying an estimated $293K and bringing the position to 34,325 shares worth $1.68M. The position accounts for 0.54% of the portfolio, ranked #16.

BCU Wealth Advisors first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • BCU Wealth Advisors held 34,325 shares of BlackRock Large Cap Core ETF worth $1.68M as of Q3 2026.
  • BCU Wealth Advisors bought 5,950 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $293K.
  • BlackRock Large Cap Core ETF made up 0.54% of BCU Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • BCU Wealth Advisors first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.