ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q4 2025
Shares 18,610 Value ($000) $12,747 Avg Close — Range —
Q3 2025
Shares 17,895 Value ($000) $11,977 Avg Close — Range —
Q2 2025
Shares 17,148 Value ($000) $10,647 Avg Close — Range —
Q1 2025
Shares 15,337 Value ($000) $8,618 Avg Close — Range —
Q4 2024
Shares 12,027 Value ($000) $7,080 Avg Close — Range —
Q3 2024
Shares 8,429 Value ($000) $4,862 Avg Close — Range —
Q2 2024
Shares 7,535 Value ($000) $4,132 Avg Close — Range —
Q1 2024
Shares 6,181 Value ($000) $3,244 Avg Close — Range —
Q4 2023
Shares 4,961 Value ($000) $2,369 Avg Close — Range —
Q3 2023
Shares 4,766 Value ($000) $2,124 Avg Close — Range —
Q2 2023
Shares 4,766 Value ($000) $2,124 Avg Close — Range —
Q1 2023
Shares 4,449 Value ($000) $1,829 Avg Close — Range —
Q4 2022
Shares 4,446 Value ($000) $1,708 Avg Close — Range —
Q3 2022
Shares 4,401 Value ($000) $1,578 Avg Close — Range —
Q2 2022
Shares 3,582 Value ($000) $1,358 Avg Close — Range —
Q1 2022
Shares 3,535 Value ($000) $1,604 Avg Close — Range —
Q4 2021
Shares 3,535 Value ($000) $1,686 Avg Close — Range —