Envestnet Asset Management’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Envestnet Asset Management’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	$2.56M	Buy	57,493 +17,629	+44%	+$780K	﹤0.01%	2966
2026 Q1	$1.74M	Buy	39,864 +9,495	+31%	+$428K	﹤0.01%	3105
2025 Q4	$1.38M	Buy	30,369 +2,302	+8%	+$106K	﹤0.01%	3084
2025 Q3	$1.31M	Buy	28,067 +1,027	+4%	+$47K	﹤0.01%	3178
2025 Q2	$1.24M	Sell	27,040 -432	-2%	-$19.3K	﹤0.01%	3146
2025 Q1	$1.28M	Sell	27,472 -2,132	-7%	-$104K	﹤0.01%	3034
2024 Q4	$1.45M	Sell	29,604 -168	-0.6%	-$8.37K	﹤0.01%	2905
2024 Q3	$1.5M	Sell	29,772 -2,343	-7%	-$116K	﹤0.01%	2860
2024 Q2	$1.6M	Buy	+32,115	New	+$1.58M	﹤0.01%	2733

Other funds holding IVVW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management's IVVW Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 44% in Q2 2026, buying an estimated $780K and bringing the position to 57,493 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Envestnet Asset Management first reported a position in IVVW in Q2 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

Envestnet Asset Management held 57,493 shares of iShares S&P 500 BuyWrite ETF worth $2.56M as of Q2 2026.
Envestnet Asset Management bought 17,629 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $780K.
iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2966 holding.
Envestnet Asset Management first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2024 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.