Optivise Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Optivise Advisory Services's IWM Position: Q3 2026 in Review
Optivise Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 0.22% in Q3 2026, selling an estimated $1.47K and leaving 2,269 shares worth $631K. The position accounts for 0.31% of the portfolio, ranked #88.
Optivise Advisory Services first reported a position in IWM in Q2 2024 and has held it in 10 quarters since. The position peaked at $769K in Q4 2024. 1,601 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- Optivise Advisory Services held 2,269 shares of iShares Russell 2000 ETF worth $631K as of Q3 2026.
- Optivise Advisory Services sold 5 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.47K.
- iShares Russell 2000 ETF made up 0.31% of Optivise Advisory Services's portfolio in Q3 2026, its #88 holding.
- Optivise Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's iShares Russell 2000 ETF position peaked at $769K in Q4 2024.
- 1,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.