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

OneDigital Investment 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
2026
Q2 		$204K Buy
+4,579
New +$203K ﹤0.01% 1505
2025
Q2 		– Sell
-15,450
Closed -$718K – 1515
2025
Q1 		$718K Buy
15,450
+10,933
+242% +$533K 0.01% 727
2024
Q4 		$221K Buy
+4,517
New +$225K ﹤0.01% 1284

Other funds holding IVVW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OneDigital Investment Advisors's IVVW Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in iShares S&P 500 BuyWrite ETF (IVVW) in Q2 2026: 4,579 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in IVVW as recently as Q1 2025.

OneDigital Investment Advisors first reported a position in IVVW in Q4 2024 and has held it in 3 quarters since. The position peaked at $718K in Q1 2025. 16 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • OneDigital Investment Advisors held 4,579 shares of iShares S&P 500 BuyWrite ETF worth $204K as of Q2 2026.
  • iShares S&P 500 BuyWrite ETF was a new OneDigital Investment Advisors position in Q2 2026.
  • iShares S&P 500 BuyWrite ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1505 holding.
  • OneDigital Investment Advisors first reported a position in iShares S&P 500 BuyWrite ETF in Q4 2024 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares S&P 500 BuyWrite ETF position peaked at $718K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.