UBS Group’s iShares IVV Premium Income+ ETF IVVW Stock Holding History

UBS Group’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 Q3	$59.5K	Buy	+1,310	New	+$59K	﹤0.01%	7513

Other funds holding IVVW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

UBS Group's IVVW Position: Q3 2026 in Review

UBS Group opened a new position in iShares IVV Premium Income+ ETF (IVVW) in Q3 2026: 1,310 shares worth $59.5K. The stake represents ﹤0.01% of the portfolio and ranks #7513 among its holdings.

11 funds tracked by Wall St. Rank hold IVVW as of Q3 2026.

UBS Group held 1,310 shares of iShares IVV Premium Income+ ETF worth $59.5K as of Q3 2026.
iShares IVV Premium Income+ ETF was a new UBS Group position in Q3 2026.
iShares IVV Premium Income+ ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7513 holding.
11 funds tracked by Wall St. Rank held iShares IVV Premium Income+ ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.