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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-42,764
Closed -$1.97M – 86
2025
Q2 		$1.97M Buy
42,764
+15,216
+55% +$679K 0.63% 27
2025
Q1 		$1.28M Buy
27,548
+7,060
+34% +$344K 0.45% 32
2024
Q4 		$1M Buy
+20,488
New +$1.02M 0.37% 34

Other funds holding IVVW

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Granite Bay Wealth Management's IVVW Position: Q3 2025 in Review

Granite Bay Wealth Management sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q3 2025, closing a stake of 42,764 shares — an estimated $1.97M sold.

Granite Bay Wealth Management first reported a position in IVVW in Q4 2024 and held it in 3 quarters. The position peaked at $1.97M in Q2 2025. 14 funds tracked by Wall St. Rank hold IVVW as of Q3 2025.

  • Granite Bay Wealth Management reported no remaining iShares S&P 500 BuyWrite ETF position as of Q3 2025 after selling out during the quarter.
  • Granite Bay Wealth Management sold 42,764 iShares S&P 500 BuyWrite ETF shares in Q3 2025, an estimated $1.97M.
  • Granite Bay Wealth Management first reported a position in iShares S&P 500 BuyWrite ETF in Q4 2024 and held it in 3 quarters.
  • Granite Bay Wealth Management's iShares S&P 500 BuyWrite ETF position peaked at $1.97M in Q2 2025.
  • 14 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q3 2025.

Based on Granite Bay Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.