ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,432 Value ($000) $1,655 Avg Close — Range —
Q3 2025
Shares 4,405 Value ($000) $1,610 Avg Close — Range —
Q2 2025
Shares 7,971 Value ($000) $2,707 Avg Close — Range —
Q1 2025
Shares 6,199 Value ($000) $1,901 Avg Close — Range —
Q4 2024
Shares 9,182 Value ($000) $2,958 Avg Close — Range —
Q3 2024
Shares 5,888 Value ($000) $1,851 Avg Close — Range —
Q2 2024
Shares 5,887 Value ($000) $1,752 Avg Close — Range —