Archvest Wealth Advisors, Inc. IWM Holdings History
Archvest Wealth Advisors, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Archvest Wealth Advisors, Inc. held 3,128.00 shares of iShares Russell 2000 ETF(IWM), totaling $624,010.00. This investment constitutes 0.52% of their stock portfolio, and Archvest Wealth Advisors, Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q2. And since then Archvest Wealth Advisors, Inc. has made 3 purchases of IWM, at an average price of $207.45, for a total of 21,231.00 shares. In addition, there have been 1 sales at an average price of $216.92 for 18,103.00 shares. Based on historical transaction data and IWM's current price of $223.27, Archvest Wealth Advisors, Inc.'s estimated gain on his IWM holdings is $221,003.91, reflecting a 5.02% gain to date.
Archvest Wealth Advisors, Inc. IWM ($223.27) Holding Chart
Archvest Wealth Advisors, Inc. IWM ($223.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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