WJ Wealth Management
BLCV icon

WJ Wealth Management’s BlackRock Large Cap Value ETF BLCV Stock Holding History

WJ Wealth Management’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
Q1 		– Sell
-148,332
Closed -$5.54M – 71
2025
Q4 		$5.54M Buy
+148,332
New +$5.4M 2.42% 16

Other funds holding BLCV

EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

WJ Wealth Management's BLCV Position: Q1 2026 in Review

WJ Wealth Management sold out of BlackRock Large Cap Value ETF (BLCV) in Q1 2026, closing a stake of 148,332 shares — an estimated $5.54M sold.

WJ Wealth Management first reported a position in BLCV in Q4 2025 and held it in 1 quarter. The position peaked at $5.54M in Q4 2025. 30 funds tracked by Wall St. Rank hold BLCV as of Q1 2026.

  • WJ Wealth Management reported no remaining BlackRock Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • WJ Wealth Management sold 148,332 BlackRock Large Cap Value ETF shares in Q1 2026, an estimated $5.54M.
  • WJ Wealth Management first reported a position in BlackRock Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • WJ Wealth Management's BlackRock Large Cap Value ETF position peaked at $5.54M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.