Alaska Permanent Capital Management’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Alaska Permanent Capital Management’s Portfolio IVVW Stock Details IVVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,425	Closed	-$113K	–	40
2025 Q1	$113K	Hold	2,425	–	–	0.01%	28
2024 Q4	$119K	Hold	2,425	–	–	0.01%	33
2024 Q3	$122K	Buy	+2,425	New	+$120K	0.01%	32

Other funds holding IVVW

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Alaska Permanent Capital Management's IVVW Position: Q2 2025 in Review

Alaska Permanent Capital Management sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q2 2025, closing a stake of 2,425 shares — an estimated $113K sold.

Alaska Permanent Capital Management first reported a position in IVVW in Q3 2024 and held it in 3 quarters. The position peaked at $122K in Q3 2024. 15 funds tracked by Wall St. Rank hold IVVW as of Q2 2025.

Alaska Permanent Capital Management reported no remaining iShares S&P 500 BuyWrite ETF position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Capital Management sold 2,425 iShares S&P 500 BuyWrite ETF shares in Q2 2025, an estimated $113K.
Alaska Permanent Capital Management first reported a position in iShares S&P 500 BuyWrite ETF in Q3 2024 and held it in 3 quarters.
Alaska Permanent Capital Management's iShares S&P 500 BuyWrite ETF position peaked at $122K in Q3 2024.
15 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2025.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.