SIC
IVVW icon

Samalin Investment Counsel’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Samalin Investment Counsel’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
2025
Q3 		– Sell
-4,377
Closed -$201K – 334
2025
Q2 		$201K Buy
+4,377
New +$195K 0.08% 294

Other funds holding IVVW

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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 $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Samalin Investment Counsel's IVVW Position: Q3 2025 in Review

Samalin Investment Counsel sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q3 2025, closing a stake of 4,377 shares — an estimated $201K sold.

Samalin Investment Counsel first reported a position in IVVW in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 14 funds tracked by Wall St. Rank hold IVVW as of Q3 2025.

  • Samalin Investment Counsel reported no remaining iShares S&P 500 BuyWrite ETF position as of Q3 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 4,377 iShares S&P 500 BuyWrite ETF shares in Q3 2025, an estimated $201K.
  • Samalin Investment Counsel first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2025 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares S&P 500 BuyWrite ETF position peaked at $201K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q3 2025.

Based on Samalin Investment Counsel's 13F filing for Q3 2025, filed 30 Oct 2025.