Retirement Planning Group (Kansas)’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Retirement Planning Group (Kansas)’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	$2.32M	Buy	51,987 +11,168	+27%	+$494K	0.06%	141
2026 Q1	$1.78M	Sell	40,819 -615	-1%	-$27.7K	0.06%	148
2025 Q4	$1.89M	Buy	41,434 +3,778	+10%	+$174K	0.06%	126
2025 Q3	$1.75M	Buy	37,656 +32,638	+650%	+$1.49M	0.06%	125
2025 Q2	$231K	Buy	+5,018	New	+$224K	0.01%	286

Other funds holding IVVW

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

OIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IVVW Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 27% in Q2 2026, buying an estimated $494K and bringing the position to 51,987 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #141.

Retirement Planning Group (Kansas) first reported a position in IVVW in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

Retirement Planning Group (Kansas) held 51,987 shares of iShares S&P 500 BuyWrite ETF worth $2.32M as of Q2 2026.
Retirement Planning Group (Kansas) bought 11,168 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $494K.
iShares S&P 500 BuyWrite ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #141 holding.
Retirement Planning Group (Kansas) first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.