LWM
BFLX

LongView Wealth Management’s iShares Flexible Equity Active ETF BFLX Stock Holding History

LongView Wealth Management’s Portfolio BFLX Stock Details BFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Buy
+11,023
New +$281K 0.07% 185

Other funds holding BFLX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

LongView Wealth Management's BFLX Position: Q2 2026 in Review

LongView Wealth Management opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 11,023 shares worth $282K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings.

6 funds tracked by Wall St. Rank hold BFLX as of Q2 2026.

  • LongView Wealth Management held 11,023 shares of iShares Flexible Equity Active ETF worth $282K as of Q2 2026.
  • iShares Flexible Equity Active ETF was a new LongView Wealth Management position in Q2 2026.
  • iShares Flexible Equity Active ETF made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #185 holding.
  • 6 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.