ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 18,463 Value ($000) $4,621 Avg Close — Range —
Q3 2025
Shares 17,824 Value ($000) $4,571 Avg Close — Range —
Q2 2025
Shares 17,045 Value ($000) $4,096 Avg Close — Range —
Q1 2025
Shares 15,925 Value ($000) $3,219 Avg Close — Range —
Q4 2024
Shares 13,824 Value ($000) $2,861 Avg Close — Range —
Q3 2024
Shares 10,252 Value ($000) $2,079 Avg Close — Range —
Q2 2024
Shares 8,260 Value ($000) $1,612 Avg Close — Range —
Q1 2024
Shares 3,934 Value ($000) $738 Avg Close — Range —