Roxbury Financial’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Roxbury Financial’s Portfolio BLCV Stock Details BLCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$270K	Buy	6,521 +28	+0.4%	+$1.19K	0.21%	85
2026 Q2	$268K	Buy	6,493 +59	+0.9%	+$2.32K	0.21%	88
2026 Q1	$232K	Buy	6,434 +281	+5%	+$10.6K	0.21%	87
2025 Q4	$230K	Buy	6,153 +478	+8%	+$17.4K	0.21%	84
2025 Q3	$204K	Buy	5,675 +253	+5%	+$8.93K	0.19%	87
2025 Q2	$186K	Buy	5,422 +4,725	+678%	+$153K	0.18%	92
2025 Q1	$23.2K	Buy	+697	New	+$22.7K	0.02%	230

Other funds holding BLCV

EQ LLC Bellevue, Washington $440M AUM 18.04% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $322M AUM 10.44% 1-Year Est. Return

SPAS

Spectrum Planning & Advisory Services San Diego, California $236M AUM 11.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Roxbury Financial's BLCV Position: Q3 2026 in Review

Roxbury Financial increased its BlackRock Large Cap Value ETF (BLCV) stake by 0.43% in Q3 2026, buying an estimated $1.19K and bringing the position to 6,521 shares worth $270K. The position accounts for 0.21% of the portfolio, ranked #85.

Roxbury Financial first reported a position in BLCV in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold BLCV as of Q3 2026.

Roxbury Financial held 6,521 shares of BlackRock Large Cap Value ETF worth $270K as of Q3 2026.
Roxbury Financial bought 28 BlackRock Large Cap Value ETF shares in Q3 2026, an estimated $1.19K.
BlackRock Large Cap Value ETF made up 0.21% of Roxbury Financial's portfolio in Q3 2026, its #85 holding.
Roxbury Financial first reported a position in BlackRock Large Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.