Cetera Investment Advisers
IVVW icon

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
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 $4.25B AUM 23.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers's IVVW Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 35% in Q1 2026, buying an estimated $1.37M and bringing the position to 116,679 shares worth $5.09M. The position accounts for 0.01% of the portfolio, ranked #1489.

Cetera Investment Advisers first reported a position in IVVW in Q2 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

  • Cetera Investment Advisers held 116,679 shares of iShares S&P 500 BuyWrite ETF worth $5.09M as of Q1 2026.
  • Cetera Investment Advisers bought 30,330 iShares S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $1.37M.
  • iShares S&P 500 BuyWrite ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1489 holding.
  • Cetera Investment Advisers first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2024 and has held it in 8 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.