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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.71M	Sell
2025 Q1	$1.56M	Hold
2024 Q4	$1.64M	Hold
2024 Q3	$1.59M	Hold
2024 Q2	$1.52M	Buy