Archvest Wealth Advisors »

iShares Russell 2000 Index shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 17k 220.89
2024-06-30 $3.3M 16k 201.19

More positions owned by Archvest Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)
Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Archvest Wealth Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index