Raymond James Financial
IVVW icon

Raymond James Financial’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Raymond James 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
Q1 		$1.25M Buy
28,654
+15,785
+123% +$711K ﹤0.01% 3706
2025
Q4 		$586K Buy
+12,869
New +$594K ﹤0.01% 4155

Other funds holding IVVW

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial's IVVW Position: Q1 2026 in Review

Raymond James Financial increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 123% in Q1 2026, buying an estimated $711K and bringing the position to 28,654 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

Raymond James Financial first reported a position in IVVW in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

  • Raymond James Financial held 28,654 shares of iShares S&P 500 BuyWrite ETF worth $1.25M as of Q1 2026.
  • Raymond James Financial bought 15,785 iShares S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $711K.
  • iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3706 holding.
  • Raymond James Financial first reported a position in iShares S&P 500 BuyWrite ETF in Q4 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.