A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 2,459 shares of IWO stock, worth $719,724. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,459
Previous 2,455 0.16%
Holding current value
$719,724
Previous $644,000 8.39%
% of portfolio
0.42%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$256.4 - $289.78 $1,025 - $1,159
4 Added 0.16%
2,459 $698,000
Q2 2024

Aug 12, 2024

BUY
$245.29 - $268.7 $602,186 - $659,658
2,455 New
2,455 $644,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Archvest Wealth Advisors, Inc. Portfolio

Follow Archvest Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.