Optivise Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Other funds holding IWF
Optivise Advisory Services's IWF Position: Q3 2026 in Review
Optivise Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.3% in Q3 2026, selling an estimated $34.9K and leaving 3,615 shares worth $453K. The position accounts for 0.22% of the portfolio, ranked #113.
Optivise Advisory Services first reported a position in IWF in Q2 2025 and has held it in 6 quarters since. The position peaked at $484K in Q2 2026. 1,144 funds tracked by Wall St. Rank hold IWF as of Q3 2026.
- Optivise Advisory Services held 3,615 shares of iShares Russell 1000 Growth ETF worth $453K as of Q3 2026.
- Optivise Advisory Services sold 285 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $34.9K.
- iShares Russell 1000 Growth ETF made up 0.22% of Optivise Advisory Services's portfolio in Q3 2026, its #113 holding.
- Optivise Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
- Optivise Advisory Services's iShares Russell 1000 Growth ETF position peaked at $484K in Q2 2026.
- 1,144 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.