Cetera Investment Advisers’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Cetera Investment Advisers’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	$5.93M	Buy	133,050 +16,371	+14%	+$725K	0.01%	1494
2026 Q1	$5.09M	Buy	116,679 +30,330	+35%	+$1.37M	0.01%	1489
2025 Q4	$3.93M	Buy	86,349 +6,018	+7%	+$278K	﹤0.01%	1628
2025 Q3	$3.74M	Buy	80,331 +5,713	+8%	+$262K	﹤0.01%	1653
2025 Q2	$3.43M	Buy	74,618 +7,587	+11%	+$339K	0.01%	1463
2025 Q1	$3.12M	Buy	67,031 +15,288	+30%	+$745K	0.01%	1412
2024 Q4	$2.53M	Buy	51,743 +26,868	+108%	+$1.34M	0.01%	1482
2024 Q3	$1.25M	Sell	24,875 -1,974	-7%	-$98K	﹤0.01%	1960
2024 Q2	$1.34M	Buy	+26,849	New	+$1.32M	﹤0.01%	1857

Other funds holding IVVW

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cetera Investment Advisers's IVVW Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 14% in Q2 2026, buying an estimated $725K and bringing the position to 133,050 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #1494.

Cetera Investment Advisers first reported a position in IVVW in Q2 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

Cetera Investment Advisers held 133,050 shares of iShares S&P 500 BuyWrite ETF worth $5.93M as of Q2 2026.
Cetera Investment Advisers bought 16,371 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $725K.
iShares S&P 500 BuyWrite ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1494 holding.
Cetera Investment Advisers first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2024 and has held it in 9 quarters since.
29 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.