iShares Russell 1000 Index shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $2.5M | 15k | 164.57 |
| 2020-06-30 | $3.2M | 18k | 171.67 |
| 2020-03-31 | $2.7M | 19k | 141.52 |
| 2019-12-31 | $2.5M | 15k | 164.57 |
| 2019-09-30 | $2.5M | 15k | 164.57 |
| 2019-06-30 | $2.4M | 15k | 162.76 |
| 2019-03-31 | $2.6M | 17k | 157.31 |
| 2018-12-31 | $2.2M | 16k | 138.72 |
| 2018-09-30 | $618k | 3.8k | 161.70 |
| 2018-06-30 | $581k | 3.8k | 152.01 |
| 2018-03-31 | $605k | 4.1k | 146.81 |
| 2017-12-31 | $664k | 4.5k | 148.61 |
| 2017-09-30 | $625k | 4.5k | 139.88 |
| 2017-06-30 | $616k | 4.7k | 131.32 |
| 2017-03-31 | $616k | 4.7k | 131.32 |
| 2016-12-31 | $584k | 4.7k | 124.49 |
| 2016-09-30 | $565k | 4.7k | 120.44 |
| 2016-06-30 | $556k | 4.8k | 116.93 |
| 2016-03-31 | $562k | 4.9k | 114.09 |
| 2015-12-31 | $554k | 4.9k | 113.39 |
| 2015-09-30 | $521k | 4.9k | 107.00 |
| 2015-06-30 | $485k | 4.2k | 115.92 |
| 2015-03-31 | $478k | 4.1k | 115.88 |
| 2014-12-31 | $470k | 4.1k | 114.52 |
| 2014-09-30 | $441k | 4.0k | 109.89 |
| 2014-06-30 | $440k | 4.0k | 110.11 |
| 2014-03-31 | $390k | 3.7k | 104.78 |
More positions owned by Confluence Wealth Management
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