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

JFS 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
Q2 		$970K Buy
19,258
+718
+4% +$34.5K 0.05% 172
2026
Q1 		$761K Buy
+18,540
New +$794K 0.04% 187

Other funds holding BLCR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

JFS Wealth Advisors's BLCR Position: Q2 2026 in Review

JFS Wealth Advisors increased its BlackRock Large Cap Core ETF (BLCR) stake by 3.9% in Q2 2026, buying an estimated $34.5K and bringing the position to 19,258 shares worth $970K. The position accounts for 0.05% of the portfolio, ranked #172.

JFS Wealth Advisors first reported a position in BLCR in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

  • JFS Wealth Advisors held 19,258 shares of BlackRock Large Cap Core ETF worth $970K as of Q2 2026.
  • JFS Wealth Advisors bought 718 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $34.5K.
  • BlackRock Large Cap Core ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • JFS Wealth Advisors first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.