Continuum Advisory
IVVW icon

Continuum Advisory’s iShares IVV Premium Income+ ETF IVVW Stock Holding History

Continuum Advisory’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 		$1.74K Buy
+39
New +$1.73K ﹤0.01% 1761
2025
Q2 		– Sell
-39
Closed -$1.81K – 1628
2025
Q1 		$1.81K Buy
+39
New +$1.9K ﹤0.01% 1372

Other funds holding IVVW

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Continuum Advisory's IVVW Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares IVV Premium Income+ ETF (IVVW) in Q2 2026: 39 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IVVW as recently as Q1 2025.

Continuum Advisory first reported a position in IVVW in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.81K in Q1 2025. 29 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • Continuum Advisory held 39 shares of iShares IVV Premium Income+ ETF worth $1.74K as of Q2 2026.
  • iShares IVV Premium Income+ ETF was a new Continuum Advisory position in Q2 2026.
  • iShares IVV Premium Income+ ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1761 holding.
  • Continuum Advisory first reported a position in iShares IVV Premium Income+ ETF in Q1 2025 and has held it in 2 quarters since.
  • Continuum Advisory's iShares IVV Premium Income+ ETF position peaked at $1.81K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held iShares IVV Premium Income+ ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.