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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Sell
2025 Q2	$1.07M	Sell
2025 Q1	$997K	Hold
2024 Q4	$1.05M	Hold
2024 Q3	$1.03M	Hold
2024 Q2	$969K	Buy