iShares Russell 2000 Index shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $5.3M | 35k | 151.34 |
| 2020-06-30 | $5.1M | 35k | 143.18 |
| 2020-03-31 | $4.1M | 36k | 114.47 |
| 2019-12-31 | $5.3M | 35k | 151.34 |
| 2019-09-30 | $5.3M | 35k | 151.34 |
| 2019-06-30 | $5.8M | 37k | 155.51 |
| 2019-03-31 | $5.9M | 38k | 153.08 |
| 2018-12-31 | $4.9M | 37k | 133.89 |
| 2018-09-30 | $5.8M | 35k | 168.56 |
| 2018-06-30 | $5.8M | 35k | 163.76 |
| 2018-03-31 | $5.6M | 37k | 151.82 |
| 2017-12-31 | $6.1M | 40k | 152.46 |
| 2017-09-30 | $6.1M | 41k | 148.18 |
| 2017-06-30 | $6.5M | 47k | 137.47 |
| 2017-03-31 | $6.5M | 47k | 137.47 |
| 2016-12-31 | $5.8M | 43k | 134.86 |
| 2016-09-30 | $6.8M | 55k | 124.21 |
| 2016-06-30 | $7.5M | 65k | 114.97 |
| 2016-03-31 | $8.2M | 74k | 110.63 |
| 2015-12-31 | $7.9M | 70k | 112.62 |
| 2015-09-30 | $7.6M | 70k | 109.20 |
| 2015-06-30 | $8.6M | 69k | 124.86 |
| 2015-03-31 | $7.5M | 60k | 124.37 |
| 2014-12-31 | $6.7M | 56k | 119.62 |
| 2014-09-30 | $6.0M | 55k | 109.34 |
| 2014-06-30 | $6.2M | 52k | 118.81 |
| 2014-03-31 | $4.3M | 37k | 116.33 |
More positions owned by Confluence Wealth Management
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