Alaska Wealth Advisors’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Alaska Wealth Advisors’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
2024 Q4	–	Sell	-3,853	Closed	-$194K	–	112
2024 Q3	$194K	Buy	+3,853	New	+$191K	0.03%	74

Other funds holding IVVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GBWM

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Alaska Wealth Advisors's IVVW Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q4 2024, closing a stake of 3,853 shares — an estimated $194K sold.

Alaska Wealth Advisors first reported a position in IVVW in Q3 2024 and held it in 1 quarter. The position peaked at $194K in Q3 2024. 12 funds tracked by Wall St. Rank hold IVVW as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares S&P 500 BuyWrite ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 3,853 iShares S&P 500 BuyWrite ETF shares in Q4 2024, an estimated $194K.
Alaska Wealth Advisors first reported a position in iShares S&P 500 BuyWrite ETF in Q3 2024 and held it in 1 quarter.
Alaska Wealth Advisors's iShares S&P 500 BuyWrite ETF position peaked at $194K in Q3 2024.
12 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.