JWCA
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J.W. Cole Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

J.W. Cole Advisors’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Buy
32,547
+5,326
+20% +$209K 0.02% 656
2026
Q1 		$983K Buy
27,221
+136
+0.5% +$5.15K 0.03% 375
2025
Q4 		$1.01M Buy
27,085
+7,436
+38% +$271K 0.02% 630
2025
Q3 		$705K Buy
+19,649
New +$693K 0.01% 860

Other funds holding BLCV

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

J.W. Cole Advisors's BLCV Position: Q2 2026 in Review

J.W. Cole Advisors increased its BlackRock Large Cap Value ETF (BLCV) stake by 20% in Q2 2026, buying an estimated $209K and bringing the position to 32,547 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #656.

J.W. Cole Advisors first reported a position in BLCV in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • J.W. Cole Advisors held 32,547 shares of BlackRock Large Cap Value ETF worth $1.34M as of Q2 2026.
  • J.W. Cole Advisors bought 5,326 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $209K.
  • BlackRock Large Cap Value ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #656 holding.
  • J.W. Cole Advisors first reported a position in BlackRock Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.