SAM
IVVW icon

Smartleaf Asset Management’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Smartleaf Asset Management’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 		– Sell
-17
Closed -$775 – 3663
2025
Q4 		$775 Hold
17
– – ﹤0.01% 3207
2025
Q3 		$790 Buy
+17
New +$778 ﹤0.01% 2784

Other funds holding IVVW

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Smartleaf Asset Management's IVVW Position: Q1 2026 in Review

Smartleaf Asset Management sold out of iShares S&P 500 BuyWrite ETF (IVVW) in Q1 2026, closing a stake of 17 shares — an estimated $775 sold.

Smartleaf Asset Management first reported a position in IVVW in Q3 2025 and held it in 2 quarters. The position peaked at $790 in Q3 2025. 20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

  • Smartleaf Asset Management reported no remaining iShares S&P 500 BuyWrite ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 17 iShares S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $775.
  • Smartleaf Asset Management first reported a position in iShares S&P 500 BuyWrite ETF in Q3 2025 and held it in 2 quarters.
  • Smartleaf Asset Management's iShares S&P 500 BuyWrite ETF position peaked at $790 in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.