NewEdge Advisors’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

NewEdge Advisors’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
2025 Q1	–	Sell	-340	Closed	-$16.6K	–	4128
2024 Q4	$16.6K	Buy	340 +74	+28%	+$3.69K	﹤0.01%	2859
2024 Q3	$13.4K	Buy	+266	New	+$13.2K	﹤0.01%	2856

Other funds holding IVVW

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWS

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

NewEdge Advisors's IVVW Position: Q1 2025 in Review

NewEdge Advisors sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q1 2025, closing a stake of 340 shares — an estimated $16.6K sold.

NewEdge Advisors first reported a position in IVVW in Q3 2024 and held it in 2 quarters. The position peaked at $16.6K in Q4 2024. 16 funds tracked by Wall St. Rank hold IVVW as of Q1 2025.

NewEdge Advisors reported no remaining iShares S&P 500 BuyWrite ETF position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 340 iShares S&P 500 BuyWrite ETF shares in Q1 2025, an estimated $16.6K.
NewEdge Advisors first reported a position in iShares S&P 500 BuyWrite ETF in Q3 2024 and held it in 2 quarters.
NewEdge Advisors's iShares S&P 500 BuyWrite ETF position peaked at $16.6K in Q4 2024.
16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.