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 Q2	$4.35M	Buy	+169,946	New	+$4.33M	0.29%	75

Other funds holding BFLX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

SWM

Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

WBH Advisory's BFLX Position: Q2 2026 in Review

WBH Advisory opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 169,946 shares worth $4.35M. The stake represents 0.29% of the portfolio and ranks #75 among its holdings.

28 funds tracked by Wall St. Rank hold BFLX as of Q2 2026.

WBH Advisory held 169,946 shares of iShares Flexible Equity Active ETF worth $4.35M as of Q2 2026.
iShares Flexible Equity Active ETF was a new WBH Advisory position in Q2 2026.
iShares Flexible Equity Active ETF made up 0.29% of WBH Advisory's portfolio in Q2 2026, its #75 holding.
28 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.