SIM
IVVW icon

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
Q2 		$44.1K Buy
989
+360
+57% +$15.9K 0.01% 397
2026
Q1 		$27.5K Buy
+629
New +$28.3K 0.01% 357

Other funds holding IVVW

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Synergy Investment Management's IVVW Position: Q2 2026 in Review

Synergy Investment Management increased its iShares S&P 500 BuyWrite ETF (IVVW) stake by 57% in Q2 2026, buying an estimated $15.9K and bringing the position to 989 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #397.

Synergy Investment Management first reported a position in IVVW in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold IVVW as of Q2 2026.

  • Synergy Investment Management held 989 shares of iShares S&P 500 BuyWrite ETF worth $44.1K as of Q2 2026.
  • Synergy Investment Management bought 360 iShares S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $15.9K.
  • iShares S&P 500 BuyWrite ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #397 holding.
  • Synergy Investment Management first reported a position in iShares S&P 500 BuyWrite ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares S&P 500 BuyWrite ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.