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
Q2 		$2.57M Buy
57,644
+28,990
+101% +$1.28M ﹤0.01% 3306
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 $6.12B AUM 21.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Raymond James Financial's IVVW Position: Q2 2026 in Review

Raymond James Financial increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 101% in Q2 2026, buying an estimated $1.28M and bringing the position to 57,644 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Raymond James Financial first reported a position in IVVW in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • Raymond James Financial held 57,644 shares of iShares S&P 500 BuyWrite ETF worth $2.57M as of Q2 2026.
  • Raymond James Financial bought 28,990 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $1.28M.
  • iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3306 holding.
  • Raymond James Financial first reported a position in iShares S&P 500 BuyWrite ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.