Commonwealth Equity Services
IVVW icon

Commonwealth Equity Services’s iShares IVV Premium Income+ ETF IVVW Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-26,861
Closed -$1.2M – 4586
2026
Q2 		$1.2M Sell
26,861
-18,755
-41% -$830K ﹤0.01% 2574
2026
Q1 		$1.99M Buy
45,616
+3,059
+7% +$138K ﹤0.01% 2020
2025
Q4 		$1.94M Buy
42,557
+1,582
+4% +$73K ﹤0.01% 2002
2025
Q3 		$1.91M Buy
+40,975
New +$1.88M ﹤0.01% 2030

Other funds holding IVVW

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Commonwealth Equity Services's IVVW Position: Q3 2026 in Review

Commonwealth Equity Services sold out of iShares IVV Premium Income+ ETF (IVVW) in Q3 2026, closing a stake of 26,861 shares — an estimated $1.2M sold.

Commonwealth Equity Services first reported a position in IVVW in Q3 2025 and held it in 4 quarters. The position peaked at $1.99M in Q1 2026. 11 funds tracked by Wall St. Rank hold IVVW as of Q3 2026.

  • Commonwealth Equity Services reported no remaining iShares IVV Premium Income+ ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 26,861 iShares IVV Premium Income+ ETF shares in Q3 2026, an estimated $1.2M.
  • Commonwealth Equity Services first reported a position in iShares IVV Premium Income+ ETF in Q3 2025 and held it in 4 quarters.
  • Commonwealth Equity Services's iShares IVV Premium Income+ ETF position peaked at $1.99M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held iShares IVV Premium Income+ ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.