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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,732 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.
2,732 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.