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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
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sumitomo Life Insurance's IVVW Position: Q1 2026 in Review

Sumitomo Life Insurance held its iShares S&P 500 BuyWrite ETF (IVVW) position steady in Q1 2026 at 3,030,000 shares worth $132M. The position accounts for 3.11% of the portfolio, ranked #5.

Sumitomo Life Insurance first reported a position in IVVW in Q2 2025 and has held it in 4 quarters since. The position peaked at $141M in Q3 2025. 20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

  • Sumitomo Life Insurance held 3,030,000 shares of iShares S&P 500 BuyWrite ETF worth $132M as of Q1 2026.
  • Sumitomo Life Insurance left its iShares S&P 500 BuyWrite ETF share count unchanged in Q1 2026.
  • iShares S&P 500 BuyWrite ETF made up 3.11% of Sumitomo Life Insurance's portfolio in Q1 2026, its #5 holding.
  • Sumitomo Life Insurance first reported a position in iShares S&P 500 BuyWrite ETF in Q2 2025 and has held it in 4 quarters since.
  • Sumitomo Life Insurance's iShares S&P 500 BuyWrite ETF position peaked at $141M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.