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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.71M	Buy	7,971 +1,772	+29%	+$602K	1.38%	12
2025 Q1	$1.9M	Sell	6,199 -2,983	-32%	-$915K	1.07%	15
2024 Q4	$2.96M	Buy	9,182 +3,294	+56%	+$1.06M	1.59%	9
2024 Q3	$1.85M	Buy	5,888 +1	+0%	+$314	0.97%	24
2024 Q2	$1.75M	Buy	+5,887	New	+$1.75M	0.95%	26