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
Q2 		$152K Buy
15,910
+310
+2% +$2.84K 0.01% 416
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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Icon Wealth Advisors's BDJ Position: Q2 2026 in Review

Icon Wealth Advisors increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2% in Q2 2026, buying an estimated $2.84K and bringing the position to 15,910 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #416.

Icon Wealth Advisors first reported a position in BDJ in Q3 2022 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Icon Wealth Advisors held 15,910 shares of BlackRock Enhanced Equity Dividend Trust worth $152K as of Q2 2026.
  • Icon Wealth Advisors bought 310 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $2.84K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #416 holding.
  • Icon Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2022 and has held it in 12 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.