ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 3,277 Value ($000) $594 Avg Close — Range —
Q3 2025
Shares 3,135 Value ($000) $554 Avg Close — Range —
Q2 2025
Shares 3,122 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 7,206 Value ($000) $1,088 Avg Close — Range —
Q4 2024
Shares 7,595 Value ($000) $1,247 Avg Close — Range —
Q3 2024
Shares 7,514 Value ($000) $1,254 Avg Close — Range —
Q2 2024
Shares 7,505 Value ($000) $1,133 Avg Close — Range —
Q1 2024
Shares 29,213 Value ($000) $4,588 Avg Close — Range —
Q4 2023
Shares 28,428 Value ($000) $4,416 Avg Close — Range —
Q3 2023
Shares 28,634 Value ($000) $4,032 Avg Close — Range —
Q2 2023
Shares 28,634 Value ($000) $4,032 Avg Close — Range —
Q1 2023
Shares 28,111 Value ($000) $3,852 Avg Close — Range —
Q4 2022
Shares 26,219 Value ($000) $3,636 Avg Close — Range —
Q3 2022
Shares 26,309 Value ($000) $3,392 Avg Close — Range —
Q2 2022
Shares 27,701 Value ($000) $3,772 Avg Close — Range —
Q1 2022
Shares 27,673 Value ($000) $4,466 Avg Close — Range —
Q4 2021
Shares 27,226 Value ($000) $4,521 Avg Close — Range —