iShares S&P MidCap 400 Growth shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 2.7k | 95.89 |
| 2025-06-30 | $243k | 2.7k | 90.98 |
| 2025-03-31 | $215k | 2.7k | 80.54 |
| 2024-12-31 | $261k | 2.7k | 96.30 |
| 2024-09-30 | $249k | 2.7k | 91.93 |
| 2024-06-30 | $238k | 2.7k | 88.11 |
| 2024-03-31 | $244k | 2.7k | 91.25 |
| 2023-12-31 | $212k | 2.7k | 79.22 |
| 2021-12-31 | $41k | 492 | 83.33 |
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