Commonwealth Equity Services’s iShares S&P 500 BuyWrite 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 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 Concord, California $58.2B AUM 22.78% 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

MFP

Meramec Financial Planners Saint Louis, Missouri $274M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services's IVVW Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares S&P 500 BuyWrite ETF (IVVW) stake by 41% in Q2 2026, selling an estimated $830K and leaving 26,861 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Commonwealth Equity Services first reported a position in IVVW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.99M in Q1 2026. 8 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

Commonwealth Equity Services held 26,861 shares of iShares S&P 500 BuyWrite ETF worth $1.2M as of Q2 2026.
Commonwealth Equity Services sold 18,755 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $830K.
iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2574 holding.
Commonwealth Equity Services first reported a position in iShares S&P 500 BuyWrite ETF in Q3 2025 and has held it in 4 quarters since.
Commonwealth Equity Services's iShares S&P 500 BuyWrite ETF position peaked at $1.99M in Q1 2026.
8 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.