Sumitomo Life Insurance’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Sumitomo Life Insurance’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	$135M	Hold	3,030,000	–	–	2.21%	6
2026 Q1	$132M	Hold	3,030,000	–	–	3.11%	5
2025 Q4	$138M	Hold	3,030,000	–	–	3.78%	5
2025 Q3	$141M	Hold	3,030,000	–	–	4.38%	3
2025 Q2	$139M	Buy	+3,030,000	New	+$135M	9.45%	1

Other funds holding IVVW

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Sumitomo Life Insurance's IVVW Position: Q2 2026 in Review

Sumitomo Life Insurance held its iShares S&P 500 BuyWrite ETF (IVVW) position steady in Q2 2026 at 3,030,000 shares worth $135M. The position accounts for 2.21% of the portfolio, ranked #6.

Sumitomo Life Insurance first reported a position in IVVW in Q2 2025 and has held it in 5 quarters since. The position peaked at $141M in Q3 2025. 29 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

Sumitomo Life Insurance held 3,030,000 shares of iShares S&P 500 BuyWrite ETF worth $135M as of Q2 2026.
Sumitomo Life Insurance left its iShares S&P 500 BuyWrite ETF share count unchanged in Q2 2026.
iShares S&P 500 BuyWrite ETF made up 2.21% of Sumitomo Life Insurance's portfolio in Q2 2026, its #6 holding.
Sumitomo Life Insurance first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2025 and has held it in 5 quarters since.
Sumitomo Life Insurance's iShares S&P 500 BuyWrite ETF position peaked at $141M in Q3 2025.
29 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.