Fidelity Investments
IVVW icon

Fidelity Investments’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-1
Closed -$47 – 5637
2025
Q3 		$47 Buy
+1
New +$46 ﹤0.01% 5250
2024
Q4 		– Sell
-1
Closed -$50 – 5847
2024
Q3 		$50 Buy
+1
New +$50 ﹤0.01% 5188

Other funds holding IVVW

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Fidelity Investments's IVVW Position: Q4 2025 in Review

Fidelity Investments sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q4 2025, closing a stake of 1 share — an estimated $47 sold.

Fidelity Investments first reported a position in IVVW in Q3 2024 and held it in 2 quarters. The position peaked at $50 in Q3 2024. 16 funds tracked by Wall St. Rank hold IVVW as of Q4 2025.

  • Fidelity Investments reported no remaining iShares S&P 500 BuyWrite ETF position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 iShares S&P 500 BuyWrite ETF share in Q4 2025, an estimated $47.
  • Fidelity Investments first reported a position in iShares S&P 500 BuyWrite ETF in Q3 2024 and held it in 2 quarters.
  • Fidelity Investments's iShares S&P 500 BuyWrite ETF position peaked at $50 in Q3 2024.
  • 16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.