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Optivise Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Optivise Advisory Services’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,158
Closed -$1.71M – 223
2025
Q2 		$1.71M Sell
11,158
-194
-2% -$27.3K 0.87% 26
2025
Q1 		$1.56M Hold
11,352
– – 0.88% 25
2024
Q4 		$1.64M Hold
11,352
– – 0.89% 30
2024
Q3 		$1.59M Hold
11,352
– – 0.84% 31
2024
Q2 		$1.52M Buy
+11,352
New +$1.45M 0.82% 32

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Optivise Advisory Services's IWL Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Russell Top 200 ETF (IWL) in Q3 2025, closing a stake of 11,158 shares — an estimated $1.71M sold.

Optivise Advisory Services first reported a position in IWL in Q2 2024 and held it in 5 quarters. The position peaked at $1.71M in Q2 2025. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • Optivise Advisory Services reported no remaining iShares Russell Top 200 ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 11,158 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $1.71M.
  • Optivise Advisory Services first reported a position in iShares Russell Top 200 ETF in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's iShares Russell Top 200 ETF position peaked at $1.71M in Q2 2025.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.