iShares S&P 500 Growth Index shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services 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 Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 19k | 95.75 |
| 2024-06-30 | $1.8M | 20k | 92.54 |
| 2024-03-31 | $1.6M | 19k | 84.44 |
| 2023-12-31 | $1.4M | 19k | 75.10 |
| 2023-09-30 | $989k | 15k | 68.42 |
| 2023-06-30 | $1.0M | 15k | 70.48 |
| 2023-03-31 | $979k | 15k | 63.89 |
| 2022-12-31 | $915k | 16k | 58.50 |
| 2022-09-30 | $570k | 9.9k | 57.78 |
| 2022-06-30 | $682k | 9.8k | 69.58 |
| 2022-03-31 | $688k | 9.0k | 76.29 |
| 2021-12-31 | $771k | 9.2k | 83.62 |
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