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IFS Advisors’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

IFS 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 		$2.13M Buy
+47,006
New +$2.12M 0.64% 35

Other funds holding IVVW

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

IFS Advisors's IVVW Position: Q3 2026 in Review

IFS Advisors opened a new position in iShares S&P 500 BuyWrite ETF (IVVW) in Q3 2026: 47,006 shares worth $2.13M. The stake represents 0.64% of the portfolio and ranks #35 among its holdings.

2 funds tracked by Wall St. Rank hold IVVW as of Q3 2026.

  • IFS Advisors held 47,006 shares of iShares S&P 500 BuyWrite ETF worth $2.13M as of Q3 2026.
  • iShares S&P 500 BuyWrite ETF was a new IFS Advisors position in Q3 2026.
  • iShares S&P 500 BuyWrite ETF made up 0.64% of IFS Advisors's portfolio in Q3 2026, its #35 holding.
  • 2 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.