Optivise Advisory Services LLC Russell Micro Cap ETF Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 9,027 shares of IWC stock, worth $1.34 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
9,027
Previous 9,265 2.57%
Holding current value
$1.34 Million
Previous $1.38 Billion 3.06%
% of portfolio
0.82%
Previous 0.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$147.86 - $159.95 $35,190 - $38,068
-238 Reduced 2.57%
9,027 $1.42 Billion
Q3 2025

Oct 17, 2025
BUY
$127.86 - $151.39 $1.18 Million - $1.4 Million
9,265 New
9,265 $1.38 Billion

Others Institutions Holding IWC

# of Institutions
259
Shares Held
4.28M
Call Options Held
17.5K
Put Options Held
6.5K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email