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CoreCap Advisors’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

CoreCap Advisors’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 		$268 Hold
6
– – ﹤0.01% 2969
2026
Q1 		$262 Hold
6
– – ﹤0.01% 2736
2025
Q4 		$273 Buy
+6
New +$277 ﹤0.01% 2773

Other funds holding IVVW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CoreCap Advisors's IVVW Position: Q2 2026 in Review

CoreCap Advisors held its iShares S&P 500 BuyWrite ETF (IVVW) position steady in Q2 2026 at 6 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

CoreCap Advisors first reported a position in IVVW in Q4 2025 and has held it in 3 quarters since. The position peaked at $273 in Q4 2025. 16 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • CoreCap Advisors held 6 shares of iShares S&P 500 BuyWrite ETF worth $268 as of Q2 2026.
  • CoreCap Advisors left its iShares S&P 500 BuyWrite ETF share count unchanged in Q2 2026.
  • iShares S&P 500 BuyWrite ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2969 holding.
  • CoreCap Advisors first reported a position in iShares S&P 500 BuyWrite ETF in Q4 2025 and has held it in 3 quarters since.
  • CoreCap Advisors's iShares S&P 500 BuyWrite ETF position peaked at $273 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.