ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 622 Value ($000) $241 Avg Close — Range —
Q3 2025
Shares 622 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 3,047 Value ($000) $1,069 Avg Close — Range —
Q1 2025
Shares 3,138 Value ($000) $997 Avg Close — Range —
Q4 2024
Shares 3,138 Value ($000) $1,049 Avg Close — Range —
Q3 2024
Shares 3,138 Value ($000) $1,025 Avg Close — Range —
Q2 2024
Shares 3,138 Value ($000) $969 Avg Close — Range —