Janney Montgomery Scott
IVVW icon

Janney Montgomery Scott’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-4,550
Closed -$207K – 3092
2025
Q4 		$207K Sell
4,550
-1,000
-18% -$46.1K ﹤0.01% 2790
2025
Q3 		$258K Buy
5,550
+1,000
+22% +$45.8K ﹤0.01% 2582
2025
Q2 		$209K Hold
4,550
– – ﹤0.01% 2549
2025
Q1 		$212K Buy
+4,550
New +$222K ﹤0.01% 2505

Other funds holding IVVW

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott's IVVW Position: Q1 2026 in Review

Janney Montgomery Scott sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q1 2026, closing a stake of 4,550 shares — an estimated $207K sold.

Janney Montgomery Scott first reported a position in IVVW in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q3 2025. 20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

  • Janney Montgomery Scott reported no remaining iShares S&P 500 BuyWrite ETF position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,550 iShares S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $207K.
  • Janney Montgomery Scott first reported a position in iShares S&P 500 BuyWrite ETF in Q1 2025 and held it in 4 quarters.
  • Janney Montgomery Scott's iShares S&P 500 BuyWrite ETF position peaked at $258K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.