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

Optivise Advisory Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$683K Sell
2,274
-29
-1% -$8.15K 0.35% 84
2026
Q1 		$571K Buy
2,303
+288
+14% +$74.3K 0.35% 82
2025
Q4 		$496K Sell
2,015
-396
-16% -$97.4K 0.29% 93
2025
Q3 		$583K Buy
2,411
+82
+4% +$18.8K 0.35% 73
2025
Q2 		$503K Buy
2,329
+93
+4% +$18.7K 0.26% 93
2025
Q1 		$446K Sell
2,236
-1,246
-36% -$270K 0.25% 90
2024
Q4 		$769K Buy
3,482
+1,017
+41% +$232K 0.41% 67
2024
Q3 		$544K Sell
2,465
-630
-20% -$135K 0.29% 73
2024
Q2 		$628K Buy
+3,095
New +$625K 0.34% 69

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Optivise Advisory Services's IWM Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, selling an estimated $8.15K and leaving 2,274 shares worth $683K. The position accounts for 0.35% of the portfolio, ranked #84.

Optivise Advisory Services first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $769K in Q4 2024. 980 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Optivise Advisory Services held 2,274 shares of iShares Russell 2000 ETF worth $683K as of Q2 2026.
  • Optivise Advisory Services sold 29 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.15K.
  • iShares Russell 2000 ETF made up 0.35% of Optivise Advisory Services's portfolio in Q2 2026, its #84 holding.
  • Optivise Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's iShares Russell 2000 ETF position peaked at $769K in Q4 2024.
  • 980 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.