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Sunbelt Securities’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Sunbelt Securities’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 		$5.55K Sell
127
-15
-11% -$676 ﹤0.01% 1647
2025
Q4 		$6.48K Hold
142
– – ﹤0.01% 1558
2025
Q3 		$6.62K Buy
+142
New +$6.5K ﹤0.01% 1550

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 $49B AUM 17.78% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sunbelt Securities's IVVW Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares S&P 500 BuyWrite ETF (IVVW) stake by 11% in Q1 2026, selling an estimated $676 and leaving 127 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Sunbelt Securities first reported a position in IVVW in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.62K in Q3 2025. 20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

  • Sunbelt Securities held 127 shares of iShares S&P 500 BuyWrite ETF worth $5.55K as of Q1 2026.
  • Sunbelt Securities sold 15 iShares S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $676.
  • iShares S&P 500 BuyWrite ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1647 holding.
  • Sunbelt Securities first reported a position in iShares S&P 500 BuyWrite ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's iShares S&P 500 BuyWrite ETF position peaked at $6.62K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.