Optivise Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$914K	Hold	9,940	–	–	0.47%	57
2025 Q1	$846K	Hold	9,940	–	–	0.47%	54
2024 Q4	$879K	Hold	9,940	–	–	0.47%	61
2024 Q3	$876K	Sell	9,940 -1,455	-13%	-$128K	0.46%	58
2024 Q2	$924K	Buy	+11,395	New	+$924K	0.5%	54