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

Harbour 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
2024
Q3 		– Sell
-132
Closed -$6.58K – 3489
2024
Q2 		$6.58K Buy
+132
New +$6.5K ﹤0.01% 2418

Other funds holding IVVW

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments's IVVW Position: Q3 2024 in Review

Harbour Investments sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q3 2024, closing a stake of 132 shares — an estimated $6.58K sold.

Harbour Investments first reported a position in IVVW in Q2 2024 and held it in 1 quarter. The position peaked at $6.58K in Q2 2024. 13 funds tracked by Wall St. Rank hold IVVW as of Q3 2024.

  • Harbour Investments reported no remaining iShares S&P 500 BuyWrite ETF position as of Q3 2024 after selling out during the quarter.
  • Harbour Investments sold 132 iShares S&P 500 BuyWrite ETF shares in Q3 2024, an estimated $6.58K.
  • Harbour Investments first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2024 and held it in 1 quarter.
  • Harbour Investments's iShares S&P 500 BuyWrite ETF position peaked at $6.58K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q3 2024.

Based on Harbour Investments's 13F filing for Q3 2024, filed 4 Nov 2024.