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Meramec Financial Planners’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Meramec Financial Planners’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 		$1.86K Buy
+42
New +$1.86K ﹤0.01% 439

Other funds holding IVVW

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
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Meramec Financial Planners's IVVW Position: Q2 2026 in Review

Meramec Financial Planners opened a new position in iShares S&P 500 BuyWrite ETF (IVVW) in Q2 2026: 42 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

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

  • Meramec Financial Planners held 42 shares of iShares S&P 500 BuyWrite ETF worth $1.86K as of Q2 2026.
  • iShares S&P 500 BuyWrite ETF was a new Meramec Financial Planners position in Q2 2026.
  • iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #439 holding.
  • 8 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.