IWS
IVVW icon

Insight Wealth Strategies’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Insight Wealth Strategies’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
Q2 		$562K Sell
12,595
-99
-0.8% -$4.38K 0.05% 122
2026
Q1 		$554K Sell
12,694
-7,387
-37% -$333K 0.06% 126
2025
Q4 		$914K Buy
20,081
+3,746
+23% +$173K 0.1% 109
2025
Q3 		$761K Buy
16,335
+6,023
+58% +$276K 0.09% 112
2025
Q2 		$474K Buy
10,312
+3,804
+58% +$170K 0.06% 124
2025
Q1 		$303K Buy
+6,508
New +$317K 0.04% 134

Other funds holding IVVW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Insight Wealth Strategies's IVVW Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares S&P 500 BuyWrite ETF (IVVW) stake by 0.78% in Q2 2026, selling an estimated $4.38K and leaving 12,595 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #122.

Insight Wealth Strategies first reported a position in IVVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $914K in Q4 2025. 16 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • Insight Wealth Strategies held 12,595 shares of iShares S&P 500 BuyWrite ETF worth $562K as of Q2 2026.
  • Insight Wealth Strategies sold 99 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $4.38K.
  • iShares S&P 500 BuyWrite ETF made up 0.05% of Insight Wealth Strategies's portfolio in Q2 2026, its #122 holding.
  • Insight Wealth Strategies first reported a position in iShares S&P 500 BuyWrite ETF in Q1 2025 and has held it in 6 quarters since.
  • Insight Wealth Strategies's iShares S&P 500 BuyWrite ETF position peaked at $914K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.