AssetMark Inc’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

AssetMark Inc’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
2026 Q2	$5.55M	Buy	124,340 +31,999	+35%	+$1.42M	0.01%	706
2026 Q1	$4.03M	Buy	92,341 +2,761	+3%	+$124K	0.01%	724
2025 Q4	$4.08M	Buy	89,580 +170	+0.2%	+$7.84K	0.01%	699
2025 Q3	$4.16M	Sell	89,410 -458	-0.5%	-$21K	0.01%	668
2025 Q2	$4.13M	Buy	89,868 +625	+0.7%	+$27.9K	0.01%	628
2025 Q1	$4.15M	Sell	89,243 -892	-1%	-$43.5K	0.01%	555
2024 Q4	$4.41M	Buy	90,135 +285	+0.3%	+$14.2K	0.01%	528
2024 Q3	$4.51M	Sell	89,850 -2,836	-3%	-$141K	0.01%	463
2024 Q2	$4.62M	Buy	+92,686	New	+$4.57M	0.01%	447

Other funds holding IVVW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWS

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

GBA

Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

AssetMark Inc's IVVW Position: Q2 2026 in Review

AssetMark Inc increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 35% in Q2 2026, buying an estimated $1.42M and bringing the position to 124,340 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #706.

AssetMark Inc first reported a position in IVVW in Q2 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

AssetMark Inc held 124,340 shares of iShares S&P 500 BuyWrite ETF worth $5.55M as of Q2 2026.
AssetMark Inc bought 31,999 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $1.42M.
iShares S&P 500 BuyWrite ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #706 holding.
AssetMark Inc first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2024 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.