Envestnet Asset Management
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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
2025
Q2 		$1.24M Sell
2025
Q1 		$1.28M Sell
2024
Q4 		$1.45M Sell
2024
Q3 		$1.5M Sell
2024
Q2 		$1.6M Buy