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
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Quarterly reported holdings in iShares Russell 1000 Value Index by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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