KWB Wealth
BLCR icon

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

KWB Wealth’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 		$20.2M Buy
412,104
+143,842
+54% +$7.09M 1.72% 12
2026
Q2 		$13.5M Buy
+268,262
New +$12.9M 1.16% 27

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
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
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

KWB Wealth's BLCR Position: Q3 2026 in Review

KWB Wealth increased its BlackRock Large Cap Core ETF (BLCR) stake by 54% in Q3 2026, buying an estimated $7.09M and bringing the position to 412,104 shares worth $20.2M. The position accounts for 1.72% of the portfolio, ranked #12.

KWB Wealth first reported a position in BLCR in Q2 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • KWB Wealth held 412,104 shares of BlackRock Large Cap Core ETF worth $20.2M as of Q3 2026.
  • KWB Wealth bought 143,842 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $7.09M.
  • BlackRock Large Cap Core ETF made up 1.72% of KWB Wealth's portfolio in Q3 2026, its #12 holding.
  • KWB Wealth first reported a position in BlackRock Large Cap Core ETF in Q2 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

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