Synergy Investment Management’s iShares S&P 500 BuyWrite ETF IVVW Stock Holding History

Synergy Investment 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	$27.5K	Buy	+629	New	+$28.3K	0.01%	357

Other funds holding IVVW

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Synergy Investment Management's IVVW Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares S&P 500 BuyWrite ETF (IVVW) in Q1 2026: 629 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings.

20 funds tracked by Wall St. Rank hold IVVW as of Q1 2026.

Synergy Investment Management held 629 shares of iShares S&P 500 BuyWrite ETF worth $27.5K as of Q1 2026.
iShares S&P 500 BuyWrite ETF was a new Synergy Investment Management position in Q1 2026.
iShares S&P 500 BuyWrite ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #357 holding.
20 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q1 2026.

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