Optivise Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Sell	3,047 -91	-3%	-$31.9K	0.55%	47
2025 Q1	$997K	Hold	3,138	–	–	0.56%	43
2024 Q4	$1.05M	Hold	3,138	–	–	0.57%	47
2024 Q3	$1.03M	Hold	3,138	–	–	0.54%	49
2024 Q2	$969K	Buy	+3,138	New	+$969K	0.52%	52