LPL Financial
IVVW icon

LPL Financial’s iShares IVV Premium Income+ ETF IVVW Stock Holding History

LPL Financial’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 		$911K Buy
20,057
+15,544
+344% +$700K ﹤0.01% 4596
2026
Q2 		$201K Buy
+4,513
New +$200K ﹤0.01% 5755

Other funds holding IVVW

AssetMark Inc
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
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

LPL Financial's IVVW Position: Q3 2026 in Review

LPL Financial increased its iShares IVV Premium Income+ ETF (IVVW) stake by 344% in Q3 2026, buying an estimated $700K and bringing the position to 20,057 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #4596.

LPL Financial first reported a position in IVVW in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold IVVW as of Q3 2026.

  • LPL Financial held 20,057 shares of iShares IVV Premium Income+ ETF worth $911K as of Q3 2026.
  • LPL Financial bought 15,544 iShares IVV Premium Income+ ETF shares in Q3 2026, an estimated $700K.
  • iShares IVV Premium Income+ ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4596 holding.
  • LPL Financial first reported a position in iShares IVV Premium Income+ ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares IVV Premium Income+ ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.