WBH Advisory’s iShares Flexible Equity Active ETF BFLX Stock Holding History

WBH Advisory’s Portfolio BFLX Stock Details BFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.9M	Buy	618,982 +449,036	+264%	+$11.6M	1.07%	28
2026 Q2	$4.35M	Buy	+169,946	New	+$4.33M	0.29%	75

Other funds holding BFLX

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

WBH Advisory's BFLX Position: Q3 2026 in Review

WBH Advisory increased its iShares Flexible Equity Active ETF (BFLX) stake by 264% in Q3 2026, buying an estimated $11.6M and bringing the position to 618,982 shares worth $15.9M. The position accounts for 1.07% of the portfolio, ranked #28.

WBH Advisory first reported a position in BFLX in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BFLX as of Q3 2026.

WBH Advisory held 618,982 shares of iShares Flexible Equity Active ETF worth $15.9M as of Q3 2026.
WBH Advisory bought 449,036 iShares Flexible Equity Active ETF shares in Q3 2026, an estimated $11.6M.
iShares Flexible Equity Active ETF made up 1.07% of WBH Advisory's portfolio in Q3 2026, its #28 holding.
WBH Advisory first reported a position in iShares Flexible Equity Active ETF in Q2 2026 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.