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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 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. 299 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.
299 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.