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

Optivise Advisory Services’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,940	Closed	-$914K	–	224
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%	-$123K	0.46%	58
2024 Q2	$924K	Buy	+11,395	New	+$927K	0.5%	54

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optivise Advisory Services's IWR Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 9,940 shares — an estimated $914K sold.

Optivise Advisory Services first reported a position in IWR in Q2 2024 and held it in 5 quarters. The position peaked at $924K in Q2 2024. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Optivise Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 9,940 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $914K.
Optivise Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares Russell Mid-Cap ETF position peaked at $924K in Q2 2024.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.