Holistic Planning’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Holistic Planning’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	$1.84M	Buy	+36,470	New	+$1.75M	0.29%	83

Other funds holding BLCR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holistic Planning's BLCR Position: Q2 2026 in Review

Holistic Planning opened a new position in BlackRock Large Cap Core ETF (BLCR) in Q2 2026: 36,470 shares worth $1.84M. The stake represents 0.29% of the portfolio and ranks #83 among its holdings.

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

Holistic Planning held 36,470 shares of BlackRock Large Cap Core ETF worth $1.84M as of Q2 2026.
BlackRock Large Cap Core ETF was a new Holistic Planning position in Q2 2026.
BlackRock Large Cap Core ETF made up 0.29% of Holistic Planning's portfolio in Q2 2026, its #83 holding.
432 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.