Optivise Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$503K	Buy	2,329 +93	+4%	+$20.1K	0.26%	93
2025 Q1	$446K	Sell	2,236 -1,246	-36%	-$249K	0.25%	90
2024 Q4	$769K	Buy	3,482 +1,017	+41%	+$225K	0.41%	67
2024 Q3	$544K	Sell	2,465 -630	-20%	-$139K	0.29%	73
2024 Q2	$628K	Buy	+3,095	New	+$628K	0.34%	69