iShares Russell 1000 Value Index shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 27k | 189.80 |
| 2024-06-30 | $4.6M | 26k | 174.47 |
| 2024-03-31 | $4.7M | 26k | 179.11 |
| 2023-12-31 | $4.3M | 26k | 165.25 |
| 2023-09-30 | $2.6M | 17k | 151.82 |
| 2023-06-30 | $2.8M | 18k | 157.83 |
| 2023-03-31 | $2.7M | 18k | 152.26 |
| 2022-12-31 | $2.7M | 18k | 151.65 |
| 2022-09-30 | $1.2M | 9.2k | 135.97 |
| 2022-06-30 | $1.4M | 8.9k | 157.81 |
| 2022-03-31 | $1.1M | 6.4k | 165.91 |
| 2021-12-31 | $1.1M | 6.4k | 167.91 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index