Optivise Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
Other funds holding IWV
Optivise Advisory Services's IWV Position: Q3 2026 in Review
Optivise Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 0.73% in Q3 2026, selling an estimated $1.73K and leaving 545 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #195.
Optivise Advisory Services first reported a position in IWV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2025. 365 funds tracked by Wall St. Rank hold IWV as of Q3 2026.
- Optivise Advisory Services held 545 shares of iShares Russell 3000 ETF worth $235K as of Q3 2026.
- Optivise Advisory Services sold 4 iShares Russell 3000 ETF shares in Q3 2026, an estimated $1.73K.
- iShares Russell 3000 ETF made up 0.12% of Optivise Advisory Services's portfolio in Q3 2026, its #195 holding.
- Optivise Advisory Services first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's iShares Russell 3000 ETF position peaked at $1.07M in Q2 2025.
- 365 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.