IWA
BDJ icon

Icon Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Icon Wealth Advisors’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$143K Buy
15,600
+306
+2% +$2.86K 0.01% 384
2025
Q4 		$145K Buy
15,294
+475
+3% +$4.33K 0.01% 383
2025
Q3 		$135K Buy
14,819
+298
+2% +$2.66K 0.01% 446
2025
Q2 		$129K Buy
14,521
+308
+2% +$2.59K 0.01% 455
2025
Q1 		$122K Buy
14,213
+295
+2% +$2.57K 0.01% 446
2024
Q4 		$115K Buy
13,918
+273
+2% +$2.38K 0.01% 478
2024
Q3 		$118K Buy
+13,645
New +$114K 0.01% 443
2024
Q2 		– Sell
-16,427
Closed -$136K – 441
2024
Q1 		$136K Buy
16,427
+336
+2% +$2.68K 0.01% 407
2023
Q4 		$124K Buy
+16,091
New +$121K 0.01% 397
2022
Q4 		$133K Buy
14,730
+605
+4% +$5.35K 0.02% 319
2022
Q3 		$115K Buy
+14,125
New +$130K 0.01% 377

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return