iShares S&P 500 Growth Index shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $270k | 1.5k | 180.12 |
| 2020-06-30 | $313k | 1.5k | 207.84 |
| 2020-03-31 | $249k | 1.5k | 165.34 |
| 2019-12-31 | $290k | 1.5k | 193.46 |
| 2019-09-30 | $270k | 1.5k | 180.12 |
| 2019-06-30 | $269k | 1.5k | 179.45 |
| 2019-03-31 | $258k | 1.5k | 172.11 |
| 2018-12-31 | $226k | 1.5k | 150.77 |
| 2018-09-30 | $229k | 1.3k | 177.52 |
| 2018-06-30 | $210k | 1.3k | 162.79 |
| 2018-03-31 | $200k | 1.3k | 155.04 |
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