Institute for Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Institute for Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4K	Buy	+1,100	New	+$13.2K	﹤0.01%	1269
2024 Q1	–	Sell	-18,338	Closed	-$163K	–	511
2023 Q4	$163K	Hold	18,338	–	–	0.03%	472
2023 Q3	$169K	Buy	+18,338	New	+$172K	0.03%	441
2022 Q3	–	Sell	-11,885	Closed	-$107K	–	464
2022 Q2	$107K	Buy	+11,885	New	+$126K	0.02%	514

Other funds holding BCX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Institute for Wealth Management's BCX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2026: 1,100 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BCX as recently as Q4 2023.

Institute for Wealth Management first reported a position in BCX in Q2 2022 and has held it in 4 quarters since. The position peaked at $169K in Q3 2023. 136 funds tracked by Wall St. Rank hold BCX as of Q2 2026.

Institute for Wealth Management held 1,100 shares of BlackRock Resources & Commodities Strategy Trust worth $12.4K as of Q2 2026.
BlackRock Resources & Commodities Strategy Trust was a new Institute for Wealth Management position in Q2 2026.
BlackRock Resources & Commodities Strategy Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1269 holding.
Institute for Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2022 and has held it in 4 quarters since.
Institute for Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $169K in Q3 2023.
136 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.