Mount Yale Investment Advisors’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Mount Yale Investment 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 Q1	$3.03M	Buy	+73,856	New	+$3.16M	0.07%	281

Other funds holding BLCR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mount Yale Investment Advisors's BLCR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in BlackRock Large Cap Core ETF (BLCR) in Q1 2026: 73,856 shares worth $3.03M. The stake represents 0.07% of the portfolio and ranks #281 among its holdings.

306 funds tracked by Wall St. Rank hold BLCR as of Q1 2026.

Mount Yale Investment Advisors held 73,856 shares of BlackRock Large Cap Core ETF worth $3.03M as of Q1 2026.
BlackRock Large Cap Core ETF was a new Mount Yale Investment Advisors position in Q1 2026.
BlackRock Large Cap Core ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #281 holding.
306 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.