MWM
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Modern Wealth Management’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Modern Wealth Management’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 		$8.57M Buy
170,065
+34,748
+26% +$1.67M 0.1% 201
2026
Q1 		$5.65M Buy
+135,317
New +$5.8M 0.1% 188

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Modern Wealth Management's BLCR Position: Q2 2026 in Review

Modern Wealth Management increased its BlackRock Large Cap Core ETF (BLCR) stake by 26% in Q2 2026, buying an estimated $1.67M and bringing the position to 170,065 shares worth $8.57M. The position accounts for 0.1% of the portfolio, ranked #201.

Modern Wealth Management first reported a position in BLCR in Q1 2026 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

  • Modern Wealth Management held 170,065 shares of BlackRock Large Cap Core ETF worth $8.57M as of Q2 2026.
  • Modern Wealth Management bought 34,748 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $1.67M.
  • BlackRock Large Cap Core ETF made up 0.1% of Modern Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Modern Wealth Management first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.