GBWM
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Granite Bay Wealth Management’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Granite Bay Wealth Management’s Portfolio IVVW Stock Details IVVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.97M Buy
42,764
+15,216
+55% +$700K 0.63% 27
2025
Q1 		$1.28M Buy
27,548
+7,060
+34% +$328K 0.45% 32
2024
Q4 		$1M Buy
+20,488
New +$1M 0.37% 34