Optivise Advisory Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,023	Closed	-$577K	–	216
2025 Q1	$577K	Buy	+7,023	New	+$577K	0.32%	73