GRP
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Global Retirement Partners’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Global Retirement Partners’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
2024
Q4 		– Sell
-15
Closed -$754 – 3801
2024
Q3 		$754 Hold
15
– – ﹤0.01% 3209
2024
Q2 		$748 Buy
+15
New +$739 ﹤0.01% 3223

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Envestnet Asset Management
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GBWM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OIA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APCM
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Global Retirement Partners's IVVW Position: Q4 2024 in Review

Global Retirement Partners sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q4 2024, closing a stake of 15 shares — an estimated $754 sold.

Global Retirement Partners first reported a position in IVVW in Q2 2024 and held it in 2 quarters. The position peaked at $754 in Q3 2024. 12 funds tracked by Wall St. Rank hold IVVW as of Q4 2024.

  • Global Retirement Partners reported no remaining iShares S&P 500 BuyWrite ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 15 iShares S&P 500 BuyWrite ETF shares in Q4 2024, an estimated $754.
  • Global Retirement Partners first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2024 and held it in 2 quarters.
  • Global Retirement Partners's iShares S&P 500 BuyWrite ETF position peaked at $754 in Q3 2024.
  • 12 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.