Spectrum Planning & Advisory Services’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Spectrum Planning & Advisory Services’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	$6.91M	Sell	167,230 -38,978	-19%	-$1.53M	3.09%	10
2026 Q1	$7.45M	Sell	206,208 -7,658	-4%	-$290K	3.69%	7
2025 Q4	$7.98M	Buy	213,866 +59,403	+38%	+$2.16M	4.11%	7
2025 Q3	$5.54M	Buy	154,463 +15,869	+11%	+$560K	3.13%	10
2025 Q2	$4.76M	Buy	138,594 +62,233	+81%	+$2.02M	3.08%	10
2025 Q1	$2.48M	Buy	+76,361	New	+$2.49M	2.06%	15

Other funds holding BLCV

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFA

BCM

Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Spectrum Planning & Advisory Services's BLCV Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its BlackRock Large Cap Value ETF (BLCV) stake by 19% in Q2 2026, selling an estimated $1.53M and leaving 167,230 shares worth $6.91M. The position accounts for 3.09% of the portfolio, ranked #10.

Spectrum Planning & Advisory Services first reported a position in BLCV in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.98M in Q4 2025. 17 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

Spectrum Planning & Advisory Services held 167,230 shares of BlackRock Large Cap Value ETF worth $6.91M as of Q2 2026.
Spectrum Planning & Advisory Services sold 38,978 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $1.53M.
BlackRock Large Cap Value ETF made up 3.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #10 holding.
Spectrum Planning & Advisory Services first reported a position in BlackRock Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Spectrum Planning & Advisory Services's BlackRock Large Cap Value ETF position peaked at $7.98M in Q4 2025.
17 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.