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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,249	Closed	-$575K	–	64
2025 Q1	$575K	Sell	2,249 -234	-9%	-$59.8K	0.48%	40
2024 Q4	$715K	Buy	2,483 +24	+1%	+$6.91K	0.52%	34
2024 Q3	$698K	Buy	2,459 +4	+0.2%	+$1.14K	0.44%	38
2024 Q2	$640K	Buy	+2,455	New	+$640K	0.42%	36