IFP Advisors’s iShares IVV Premium Income+ ETF IVVW Stock Holding History

IFP Advisors’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 Q3	$2.95K	Buy	65 +30	+86%	+$1.35K	﹤0.01%	4058
2026 Q2	$1.56K	Buy	+35	New	+$1.55K	﹤0.01%	4344

Other funds holding IVVW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

IFP Advisors's IVVW Position: Q3 2026 in Review

IFP Advisors increased its iShares IVV Premium Income+ ETF (IVVW) stake by 86% in Q3 2026, buying an estimated $1.35K and bringing the position to 65 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4058.

IFP Advisors first reported a position in IVVW in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold IVVW as of Q3 2026.

IFP Advisors held 65 shares of iShares IVV Premium Income+ ETF worth $2.95K as of Q3 2026.
IFP Advisors bought 30 iShares IVV Premium Income+ ETF shares in Q3 2026, an estimated $1.35K.
iShares IVV Premium Income+ ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4058 holding.
IFP Advisors first reported a position in iShares IVV Premium Income+ ETF in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held iShares IVV Premium Income+ ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.