ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q2 2025
Shares 5,615 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 5,465 Value ($000) $240 Avg Close — Range —
Q4 2024
Shares 6,334 Value ($000) $275 Avg Close — Range —
Q3 2024
Shares 5,947 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 5,952 Value ($000) $255 Avg Close — Range —
Q1 2024
Shares 10,480 Value ($000) $446 Avg Close — Range —
Q4 2023
Shares 10,466 Value ($000) $434 Avg Close — Range —
Q3 2023
Shares 12,728 Value ($000) $514 Avg Close — Range —
Q2 2023
Shares 12,728 Value ($000) $514 Avg Close — Range —
Q1 2023
Shares 11,774 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 11,795 Value ($000) $448 Avg Close — Range —
Q3 2022
Shares 12,081 Value ($000) $442 Avg Close — Range —
Q2 2022
Shares 12,540 Value ($000) $489 Avg Close — Range —
Q1 2022
Shares 12,639 Value ($000) $543 Avg Close — Range —
Q4 2021
Shares 12,181 Value ($000) $554 Avg Close — Range —