RF
BLCV icon

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
Q2 		$268K Buy
6,493
+59
+0.9% +$2.31K 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

EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return

Roxbury Financial's BLCV Position: Q2 2026 in Review

Roxbury Financial increased its BlackRock Large Cap Value ETF (BLCV) stake by 0.92% in Q2 2026, buying an estimated $2.31K and bringing the position to 6,493 shares worth $268K. The position accounts for 0.21% of the portfolio, ranked #88.

Roxbury Financial first reported a position in BLCV in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • Roxbury Financial held 6,493 shares of BlackRock Large Cap Value ETF worth $268K as of Q2 2026.
  • Roxbury Financial bought 59 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $2.31K.
  • BlackRock Large Cap Value ETF made up 0.21% of Roxbury Financial's portfolio in Q2 2026, its #88 holding.
  • Roxbury Financial first reported a position in BlackRock Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.