Optivise Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Other funds holding IWB
Optivise Advisory Services's IWB Position: Q2 2026 in Review
Optivise Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 46% in Q2 2026, selling an estimated $804K and leaving 2,426 shares worth $993K. The position accounts for 0.5% of the portfolio, ranked #55.
Optivise Advisory Services first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.96M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Optivise Advisory Services held 2,426 shares of iShares Russell 1000 ETF worth $993K as of Q2 2026.
- Optivise Advisory Services sold 2,028 iShares Russell 1000 ETF shares in Q2 2026, an estimated $804K.
- iShares Russell 1000 ETF made up 0.5% of Optivise Advisory Services's portfolio in Q2 2026, its #55 holding.
- Optivise Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
- Optivise Advisory Services's iShares Russell 1000 ETF position peaked at $2.96M in Q4 2024.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.