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BLCV

iShares Large Cap Value Active ETF
1W: -2.1% 1M: -6.3% 3M: -2.4% YTD: -3.0% 1Y: +16.6%
$38.43
Last traded 2026-03-13 — delisted
ETF AMEX · AUM $108.4M
ETF-Level Metrics
AUM$108M
Holdings56
Top 10 Wt28.5%
Beta0.82
% Profitable90%
Coverage99%
Portfolio Valuation
P/E26.0
P/B5.2
P/S3.9
EV/EBITDA15.6
P/FCF38.8
PEG1.97
Profitability & Returns
Gross Margin46.0%
Net Margin15.1%
ROE21.8%
ROA5.7%
ROIC17.5%
Div Yield2.15%
Leverage & Liquidity
Debt/Equity0.83
Debt/Assets0.22
Net Debt/EBITDA0.6x
Interest Cov4.3x
Current Ratio0.63
Quick Ratio0.59
Growth (YoY)
Revenue+7.8%
Net Income+21.8%
EPS+23.3%
FCF+22.6%
EBITDA+18.4%
Rev CAGR 3Y+6.0%
Quality Scores
Piotroski F6.6
Altman Z3.47
IS Quality65.5
IS Overall53.0
IS Value53.5
Median P/E20.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 10 17.7% 12.5
Financial Services 9 16.1% 21.3
Healthcare 7 12.8% 21.2
Industrials 6 12.2% 33.7
Communication Services 6 8.6% 18.6
Consumer Defensive 3 7.0% 15.9
Energy 4 6.8% 541.9
Consumer Cyclical 3 6.6% 26.6
Utilities 3 5.1% 19.4
Basic Materials 2 3.2% -86.9
Real Estate 3 2.7% 31.1
Other 2 1.1%

Smart Money Overlap

12 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 3.45% 4 Bullish 1 23 -5.0%
FDX FedEx Corporation 2.47% 4 Bullish 7 1 +14.8%
CAH Cardinal Health, Inc. 2.46% 4 Bullish 1 1 -2.6%
SCHW The Charles Schwab Corporation 2.45% 4 Bullish 13 3 -0.9%
FIS Fidelity National Information Services, Inc. 2.35% 4 Bullish 3 2 -0.6%
DIS The Walt Disney Company 1.92% 4 Bullish 28 3 +0.1%
LHX L3Harris Technologies, Inc. 1.81% 4 Bullish 15 1 -0.3%
CVS CVS Health Corporation 1.72% 4 Bullish 9 2 -0.5%
FCNCA First Citizens BancShares, Inc. 1.71% 4 Bullish 9 1 +1.1%
MRK Merck & Co., Inc. 1.62% 4 Bullish 11 2 -3.5%
RTX RTX Corporation 1.34% 4 Bullish 18 3 +1.2%
AJG Arthur J. Gallagher & Co. 0.85% 4 Bullish 19 1 -5.5%
Showing 50 of 58 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WESTERN DIGITAL CORP WDC 3.60% $10.7M 34,983 26.6 $99.4B Technology
2 MICROSOFT CORP MSFT 3.45% $10.2M 26,058 23.8 $2.8T Technology
3 WELLS FARGO WFC 3.08% $9.1M 119,816 11.6 $243.9B Financial Services
4 AMAZON COM INC AMZN 2.83% $8.4M 39,981 28.3 $2.2T Consumer Cyclical
5 WESCO INTERNATIONAL INC WCC 2.81% $8.3M 33,130 19.3 $12.2B Industrials
6 INTERCONTINENTAL EXCHANGE INC ICE 2.81% $8.3M 53,035 27.4 $90.3B Financial Services
7 BRITISH AMERICAN TOBACCO ADR REPRE BTI 2.52% $7.5M 128,773 12.1 $125.2B Consumer Defensive
8 FEDEX CORP FDX 2.47% $7.3M 20,928 19.4 $84.7B Industrials
9 CARDINAL HEALTH INC CAH 2.46% $7.3M 34,358 29.4 $48.9B Healthcare
10 CHARLES SCHWAB CORP SCHW 2.45% $7.2M 77,692 18.9 $168.2B Financial Services
11 DOLLAR GENERAL CORP DG 2.36% $7.0M 55,199 18.1 $27.4B Consumer Defensive
12 FIDELITY NATIONAL INFORMATION SERV FIS 2.35% $7.0M 141,326 67.4 $25.8B Technology
13 MEDTRONIC PLC 0Y6X.L 2.30% $6.8M 78,050 23.9 $115.6B Healthcare
14 BP ADR EACH REPRESENTING SIX PLC BP 2.22% $6.6M 147,449 2101.0 $117.4B Energy
15 KEURIG DR PEPPER INC KDP 2.15% $6.4M 234,945 17.4 $36.1B Consumer Defensive
16 BOEING BA 2.12% $6.3M 30,520 67.1 $153.2B Industrials
17 CITIGROUP INC C 2.04% $6.1M 55,701 14.0 $191.6B Financial Services
18 PPG INDUSTRIES INC PPG 2.04% $6.1M 60,102 13.8 $21.7B Basic Materials
19 EVERGY INC EVRG 1.97% $5.8M 71,546 21.2 $18.1B Utilities
20 SS AND C TECHNOLOGIES HOLDINGS INC SSNC 1.95% $5.8M 80,706 21.7 $17.4B Technology
21 EQT CORP EQT 1.92% $5.7M 89,595 19.8 $40.4B Energy
22 WALT DISNEY DIS 1.92% $5.7M 57,315 14.5 $176.5B Communication Services
23 DTE ENERGY DTE 1.90% $5.6M 38,360 20.0 $29.4B Utilities
24 HASBRO INC HAS 1.89% $5.6M 61,088 -39.7 $12.8B Consumer Cyclical
25 APTIV PLC 0YCP.L 1.86% $5.5M 78,378 91.1 $13.7B Consumer Cyclical
26 BAXTER INTERNATIONAL INC BAX 1.81% $5.4M 314,193 -8.7 $8.3B Healthcare
27 L3HARRIS TECHNOLOGIES INC LHX 1.81% $5.4M 14,524 41.1 $66.0B Industrials
28 CVS HEALTH CORP CVS 1.72% $5.1M 69,858 51.3 $90.9B Healthcare
29 FIRST CITIZENS BANCSHARES INC CLAS FCNCA 1.71% $5.1M 2,853 10.2 $22.4B Financial Services
30 FORTUNE BRANDS INNOVATIONS INC FBHS 1.65% $4.9M 117,913 15.6 $7.9B Industrials
31 BECTON DICKINSON BDX 1.62% $4.8M 30,383 25.0 $55.8B Healthcare
32 MERCK & CO INC MRK 1.62% $4.8M 42,039 15.6 $282.3B Healthcare
33 TEXAS INSTRUMENT INC TXN 1.60% $4.7M 24,828 34.0 $170.4B Technology
34 CAPITAL ONE FINANCIAL CORP COF 1.53% $4.5M 25,123 40.0 $112.9B Financial Services
35 META PLATFORMS INC CLASS A META 1.49% $4.4M 7,191 24.8 $1.5T Communication Services
36 CHEVRON CORP CVX 1.44% $4.3M 21,508 32.6 $403.4B Energy
37 ALPHABET INC CLASS A GOOGL 1.40% $4.1M 13,448 27.5 $3.6T Communication Services
38 ALPHABET INC CLASS C GOOG 1.39% $4.1M 13,481 27.5 $3.6T Communication Services
39 COMCAST CORP CLASS A CMCSA 1.37% $4.1M 142,096 5.3 $105.7B Communication Services
40 REXFORD INDUSTRIAL REALTY REIT INC REXR 1.36% $4.0M 117,531 37.1 $8.1B Real Estate
41 CDW CORP CDW 1.34% $4.0M 33,869 14.7 $15.7B Technology
42 RTX CORP RTX 1.34% $4.0M 19,469 39.6 $266.0B Industrials
43 ELEVANCE HEALTH INC ANTM 1.24% $3.7M 12,496 11.4 $114.6B Healthcare
44 DOMINION ENERGY INC D 1.23% $3.6M 58,621 16.9 $52.2B Utilities
45 ENTERPRISE PRODUCTS PARTNERS UNITS EPD 1.21% $3.6M 96,483 14.2 $81.2B Energy
46 AIR PRODUCTS AND CHEMICALS INC APD 1.21% $3.6M 12,771 -187.6 $62.6B Basic Materials
47 BLK CSH FND TREASURY SL AGENCY Bond 1.15% $3.4M 3,410,000
48 APPLIED MATERIAL INC AMAT 1.14% $3.4M 9,694 36.1 $283.4B Technology
49 VERIZON COMMUNICATIONS INC VZ 1.00% $3.0M 59,891 12.3 $210.8B Communication Services
50 HEWLETT PACKARD ENTERPRISE HPE 0.97% $2.9M 134,163 -185.5 $28.8B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms