NorthRock Partners
BFLX icon

NorthRock Partners’s iShares Flexible Equity Active ETF BFLX Stock Holding History

NorthRock Partners’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
Q3 		$17.8M Buy
694,462
+358,237
+107% +$9.22M 0.25% 60
2026
Q2 		$8.61M Buy
+336,225
New +$8.57M 0.13% 98

Other funds holding BFLX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
WBH Advisory
WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

NorthRock Partners's BFLX Position: Q3 2026 in Review

NorthRock Partners increased its iShares Flexible Equity Active ETF (BFLX) stake by 107% in Q3 2026, buying an estimated $9.22M and bringing the position to 694,462 shares worth $17.8M. The position accounts for 0.25% of the portfolio, ranked #60.

NorthRock Partners first reported a position in BFLX in Q2 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold BFLX as of Q3 2026.

  • NorthRock Partners held 694,462 shares of iShares Flexible Equity Active ETF worth $17.8M as of Q3 2026.
  • NorthRock Partners bought 358,237 iShares Flexible Equity Active ETF shares in Q3 2026, an estimated $9.22M.
  • iShares Flexible Equity Active ETF made up 0.25% of NorthRock Partners's portfolio in Q3 2026, its #60 holding.
  • NorthRock Partners first reported a position in iShares Flexible Equity Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.