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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Sell	3,900 -52	-1%	-$6.27K	0.25%	109
2026 Q1	$421K	Buy	3,952 +748	+23%	+$84.9K	0.26%	98
2025 Q4	$379K	Buy	3,204 +428	+15%	+$50.7K	0.22%	116
2025 Q3	$325K	Buy	2,776 +636	+30%	+$70.8K	0.19%	116
2025 Q2	$227K	Buy	+2,140	New	+$205K	0.12%	180

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

Optivise Advisory Services's IWF Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $6.27K and leaving 3,900 shares worth $484K. The position accounts for 0.25% of the portfolio, ranked #109.

Optivise Advisory Services first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 938 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Optivise Advisory Services held 3,900 shares of iShares Russell 1000 Growth ETF worth $484K as of Q2 2026.
Optivise Advisory Services sold 52 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.27K.
iShares Russell 1000 Growth ETF made up 0.25% of Optivise Advisory Services's portfolio in Q2 2026, its #109 holding.
Optivise Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
938 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.