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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.71M	Sell	11,158 -194	-2%	-$29.7K	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	+$1.52M	0.82%	32