Jeff Yass’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Jeff Yass’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	$669K	Buy	15,011 +3,925	+35%	+$174K	﹤0.01%	9215
2026 Q1	$484K	Buy	+11,086	New	+$499K	﹤0.01%	9761
2025 Q4	–	Sell	-17,108	Closed	-$797K	–	13843
2025 Q3	$797K	Buy	17,108 +4,926	+40%	+$226K	﹤0.01%	7878
2025 Q2	$560K	Buy	12,182 +4,083	+50%	+$182K	﹤0.01%	8905
2025 Q1	$377K	Sell	8,099 -3,113	-28%	-$152K	﹤0.01%	9551
2024 Q4	$549K	Buy	+11,212	New	+$559K	﹤0.01%	8442
2024 Q3	–	Sell	-10,106	Closed	-$504K	–	13219
2024 Q2	$504K	Sell	10,106 -7,118	-41%	-$351K	﹤0.01%	8247
2024 Q1	$873K	Buy	+17,224	New	+$866K	﹤0.01%	7226

Other funds holding IVVW

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jeff Yass's IVVW Position: Q2 2026 in Review

Jeff Yass increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 35% in Q2 2026, buying an estimated $174K and bringing the position to 15,011 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #9215.

Jeff Yass first reported a position in IVVW in Q1 2024 and has held it in 8 quarters since. The position peaked at $873K in Q1 2024. 28 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

Jeff Yass held 15,011 shares of iShares S&P 500 BuyWrite ETF worth $669K as of Q2 2026.
Jeff Yass bought 3,925 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $174K.
iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9215 holding.
Jeff Yass first reported a position in iShares S&P 500 BuyWrite ETF in Q1 2024 and has held it in 8 quarters since.
Jeff Yass's iShares S&P 500 BuyWrite ETF position peaked at $873K in Q1 2024.
28 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.