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Sound Income Strategies’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Sound Income Strategies’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 		– Sell
-8,347
Closed -$303K – 705
2026
Q1 		$303K Hold
8,347
– – 0.01% 322
2025
Q4 		$322K Hold
8,347
– – 0.02% 312
2025
Q3 		$297K Hold
8,347
– – 0.02% 242
2025
Q2 		$287K Hold
8,347
– – 0.02% 232
2025
Q1 		$271K Hold
8,347
– – 0.02% 236
2024
Q4 		$264K Hold
8,347
– – 0.02% 215
2024
Q3 		$270K Buy
+8,347
New +$263K 0.02% 204

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

Sound Income Strategies's BLCV Position: Q2 2026 in Review

Sound Income Strategies sold out of BlackRock Large Cap Value ETF (BLCV) in Q2 2026, closing a stake of 8,347 shares — an estimated $303K sold.

Sound Income Strategies first reported a position in BLCV in Q3 2024 and held it in 7 quarters. The position peaked at $322K in Q4 2025. 17 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • Sound Income Strategies reported no remaining BlackRock Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 8,347 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $303K.
  • Sound Income Strategies first reported a position in BlackRock Large Cap Value ETF in Q3 2024 and held it in 7 quarters.
  • Sound Income Strategies's BlackRock Large Cap Value ETF position peaked at $322K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.