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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Sell	549 -73	-12%	-$30.1K	0.12%	186
2026 Q1	$231K	Hold	622	–	–	0.14%	167
2025 Q4	$241K	Hold	622	–	–	0.14%	166
2025 Q3	$236K	Sell	622 -2,425	-80%	-$884K	0.14%	162
2025 Q2	$1.07M	Sell	3,047 -91	-3%	-$29.6K	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	+$936K	0.52%	52

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optivise Advisory Services's IWV Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 12% in Q2 2026, selling an estimated $30.1K and leaving 549 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #186.

Optivise Advisory Services first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Optivise Advisory Services held 549 shares of iShares Russell 3000 ETF worth $234K as of Q2 2026.
Optivise Advisory Services sold 73 iShares Russell 3000 ETF shares in Q2 2026, an estimated $30.1K.
iShares Russell 3000 ETF made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #186 holding.
Optivise Advisory Services first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares Russell 3000 ETF position peaked at $1.07M in Q2 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.