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 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

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. 469 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.
469 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.