Institute for Wealth Management’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.91K	Buy	+450	New	+$6.47K	﹤0.01%	1405

Other funds holding BMEZ

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Z3 Capital Partners Richmond, Virginia $476M AUM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

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

Institute for Wealth Management opened a new position in BlackRock Health Sciences Trust II (BMEZ) in Q2 2026: 450 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #1405 among its holdings.

46 funds tracked by Wall St. Rank hold BMEZ as of Q2 2026.

Institute for Wealth Management held 450 shares of BlackRock Health Sciences Trust II worth $6.91K as of Q2 2026.
BlackRock Health Sciences Trust II was a new Institute for Wealth Management position in Q2 2026.
BlackRock Health Sciences Trust II made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1405 holding.
46 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q2 2026.

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