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

Optivise Advisory Services’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,023
Closed -$577K – 216
2025
Q1 		$577K Buy
+7,023
New +$578K 0.32% 73

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Optivise Advisory Services's IWX Position: Q2 2025 in Review

Optivise Advisory Services sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 7,023 shares — an estimated $577K sold.

Optivise Advisory Services first reported a position in IWX in Q1 2025 and held it in 1 quarter. The position peaked at $577K in Q1 2025. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Optivise Advisory Services reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 7,023 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $577K.
  • Optivise Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and held it in 1 quarter.
  • Optivise Advisory Services's iShares Russell Top 200 Value ETF position peaked at $577K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Optivise Advisory Services's 13F filing for Q2 2025, filed 5 Aug 2025.