Archvest Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,128	Closed	-$624K	–	63
2025 Q1	$624K	Sell	3,128 -18,103	-85%	-$3.61M	0.52%	38
2024 Q4	$4.69M	Buy	21,231 +3,806	+22%	+$841K	3.4%	10
2024 Q3	$3.85M	Buy	17,425 +1,201	+7%	+$265K	2.44%	11
2024 Q2	$3.26M	Buy	+16,224	New	+$3.26M	2.16%	14