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SWP Financial’s BlackRock Large Cap Core ETF BLCR Stock Holding History

SWP Financial’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33M Sell
66,175
-5,590
-8% -$269K 1.54% 17
2026
Q1 		$2.95M Buy
+71,765
New +$3.07M 1.5% 25

Other funds holding BLCR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SWP Financial's BLCR Position: Q2 2026 in Review

SWP Financial reduced its BlackRock Large Cap Core ETF (BLCR) stake by 7.8% in Q2 2026, selling an estimated $269K and leaving 66,175 shares worth $3.33M. The position accounts for 1.54% of the portfolio, ranked #17.

SWP Financial first reported a position in BLCR in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

  • SWP Financial held 66,175 shares of BlackRock Large Cap Core ETF worth $3.33M as of Q2 2026.
  • SWP Financial sold 5,590 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $269K.
  • BlackRock Large Cap Core ETF made up 1.54% of SWP Financial's portfolio in Q2 2026, its #17 holding.
  • SWP Financial first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.