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

Rossby 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	$20K	Buy	+456	New	+$20.5K	﹤0.01%	1009

Other funds holding IVVW

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rossby Financial's IVVW Position: Q1 2026 in Review

Rossby Financial opened a new position in iShares S&P 500 BuyWrite ETF (IVVW) in Q1 2026: 456 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

Rossby Financial held 456 shares of iShares S&P 500 BuyWrite ETF worth $20K as of Q1 2026.
iShares S&P 500 BuyWrite ETF was a new Rossby Financial position in Q1 2026.
iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1009 holding.
20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.