WAM
BLCR icon

Worth Asset Management’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Worth Asset Management’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 		$400K Sell
7,951
-2,799
-26% -$135K 0.13% 130
2026
Q1 		$441K Buy
10,750
+300
+3% +$12.9K 0.16% 116
2025
Q4 		$443K Buy
+10,450
New +$430K 0.19% 87

Other funds holding BLCR

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Worth Asset Management's BLCR Position: Q2 2026 in Review

Worth Asset Management reduced its BlackRock Large Cap Core ETF (BLCR) stake by 26% in Q2 2026, selling an estimated $135K and leaving 7,951 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #130.

Worth Asset Management first reported a position in BLCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q4 2025. 83 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

  • Worth Asset Management held 7,951 shares of BlackRock Large Cap Core ETF worth $400K as of Q2 2026.
  • Worth Asset Management sold 2,799 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $135K.
  • BlackRock Large Cap Core ETF made up 0.13% of Worth Asset Management's portfolio in Q2 2026, its #130 holding.
  • Worth Asset Management first reported a position in BlackRock Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • Worth Asset Management's BlackRock Large Cap Core ETF position peaked at $443K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.