LPL Financial’s iShares S&P 500 BuyWrite 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 Q2	$201K	Buy	+4,513	New	+$200K	﹤0.01%	5755

Other funds holding IVVW

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

GBA

Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return

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's IVVW Position: Q2 2026 in Review

LPL Financial opened a new position in iShares S&P 500 BuyWrite ETF (IVVW) in Q2 2026: 4,513 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #5755 among its holdings.

16 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

LPL Financial held 4,513 shares of iShares S&P 500 BuyWrite ETF worth $201K as of Q2 2026.
iShares S&P 500 BuyWrite ETF was a new LPL Financial position in Q2 2026.
iShares S&P 500 BuyWrite ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5755 holding.
16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.