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Garrison Bradford & Associates’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Garrison Bradford & Associates’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 		$461K Buy
10,408
+863
+9% +$38.2K 0.5% 29
2026
Q1 		$417K Buy
+9,545
New +$430K 0.47% 29

Other funds holding IVVW

SLI
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 $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Garrison Bradford & Associates's IVVW Position: Q2 2026 in Review

Garrison Bradford & Associates increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 9% in Q2 2026, buying an estimated $38.2K and bringing the position to 10,408 shares worth $461K. The position accounts for 0.5% of the portfolio, ranked #29.

Garrison Bradford & Associates first reported a position in IVVW in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • Garrison Bradford & Associates held 10,408 shares of iShares S&P 500 BuyWrite ETF worth $461K as of Q2 2026.
  • Garrison Bradford & Associates bought 863 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $38.2K.
  • iShares S&P 500 BuyWrite ETF made up 0.5% of Garrison Bradford & Associates's portfolio in Q2 2026, its #29 holding.
  • Garrison Bradford & Associates first reported a position in iShares S&P 500 BuyWrite ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Garrison Bradford & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.