ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,015 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 2,411 Value ($000) $583 Avg Close — Range —
Q2 2025
Shares 2,329 Value ($000) $503 Avg Close — Range —
Q1 2025
Shares 2,236 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 3,482 Value ($000) $769 Avg Close — Range —
Q3 2024
Shares 2,465 Value ($000) $544 Avg Close — Range —
Q2 2024
Shares 3,095 Value ($000) $628 Avg Close — Range —