Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Large Cap Value Active ETF(BLCV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BLCV
10/23/2026: BLCV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BLCV is an actively managed ETF that offers exposure to U.S. large-cap value companies, seeking to outperform traditional passive indices through skilled security selection. Its primary strength lies in the active research capabilities of BlackRock, allowing for a more tactical approach than standard market-cap-weighted funds. It is best used as a core or satellite holding for investors targeting the value factor. Key risks include the higher expense ratio typical of active funds and the potential for underperformance if the manager's picks lag the broader market. The fund is most suitable for long-term, value-oriented investors willing to pay for professional oversight in hopes of achieving superior returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value characteristics rather than high-growth momentum stocks. |
| Momentum investor | Mixed fit | Momentum investors may find limited appeal unless the fund's active selection aligns with current market leaders. |
| Value investor | Strong fit | It is specifically designed for investors seeking exposure to undervalued large-cap companies. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund's primary goal is capital appreciation rather than pure income generation. |
| Low-risk investor | Medium | While value stocks are often defensive, active management introduces idiosyncratic risk that may increase volatility compared to passive funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the value factor and trusts active management to outperform passive benchmarks over a multi-year horizon.
Suitability
BLCV is best suited for long-term investors who want core value exposure with an active management component to potentially add alpha.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets naturally experience price swings that can affect short-term portfolio value. |
| Market risk | Medium / high | General market downturns will negatively impact the fund's value regardless of stock selection. |
| Concentration | Medium | Active strategies may result in overweight positions in certain sectors, increasing sensitivity to those areas. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to outperform the benchmark to add net value. |
| Liquidity | Low | The underlying large-cap stocks are highly liquid, minimizing execution risk for most investors. |
| Business/sector quality | Medium | The fund relies on the financial health and management decisions of its underlying company holdings. |
Risk Analysis
Volatility
BLCV historically exhibits volatility in line with the broader large-cap value sector, though active deviations can increase relative tracking risk.
Market Risk
As an equity fund, BLCV is subject to systemic risk, meaning its performance is tied to the overall health of the US economy and stock market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98 | The fund focuses on established, large-sized U.S. companies that appear undervalued relative to their peers. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion is held in cash to provide liquidity for trading activities and redemptions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 31.32% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.