ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q2 2025
Shares 6,939 Value ($000) $1,044 Avg Close — Range —
Q1 2025
Shares 7,943 Value ($000) $1,009 Avg Close — Range —
Q4 2024
Shares 7,943 Value ($000) $1,107 Avg Close — Range —
Q3 2024
Shares 7,943 Value ($000) $1,048 Avg Close — Range —
Q2 2024
Shares 8,683 Value ($000) $1,107 Avg Close — Range —