Optivise Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Optivise Advisory Services’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$962K	Sell	2,313 -113	-5%	-$47K	0.47%	60
2026 Q2	$993K	Sell	2,426 -2,028	-46%	-$804K	0.5%	55
2026 Q1	$1.59M	Buy	4,454 +22	+0.5%	+$8.2K	0.96%	24
2025 Q4	$1.66M	Buy	4,432 +27	+0.6%	+$10K	0.95%	27
2025 Q3	$1.61M	Sell	4,405 -3,566	-45%	-$1.26M	0.96%	22
2025 Q2	$2.71M	Buy	7,971 +1,772	+29%	+$556K	1.38%	12
2025 Q1	$1.9M	Sell	6,199 -2,983	-32%	-$965K	1.07%	15
2024 Q4	$2.96M	Buy	9,182 +3,294	+56%	+$1.07M	1.59%	9
2024 Q3	$1.85M	Buy	5,888 +1	+0%	+$303	0.97%	24
2024 Q2	$1.75M	Buy	+5,887	New	+$1.69M	0.95%	26

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Optivise Advisory Services's IWB Position: Q3 2026 in Review

Optivise Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q3 2026, selling an estimated $47K and leaving 2,313 shares worth $962K. The position accounts for 0.47% of the portfolio, ranked #60.

Optivise Advisory Services first reported a position in IWB in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.96M in Q4 2024. 545 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Optivise Advisory Services held 2,313 shares of iShares Russell 1000 ETF worth $962K as of Q3 2026.
Optivise Advisory Services sold 113 iShares Russell 1000 ETF shares in Q3 2026, an estimated $47K.
iShares Russell 1000 ETF made up 0.47% of Optivise Advisory Services's portfolio in Q3 2026, its #60 holding.
Optivise Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's iShares Russell 1000 ETF position peaked at $2.96M in Q4 2024.
545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.