iShares Russell 2000 Index shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.1k | 241.96 |
| 2025-06-30 | $1.3M | 6.2k | 215.79 |
| 2025-03-31 | $1.1M | 5.6k | 190.25 |
| 2024-12-31 | $1.2M | 5.4k | 229.33 |
| 2024-09-30 | $1.2M | 5.4k | 220.89 |
| 2024-06-30 | $1.1M | 5.4k | 202.89 |
| 2024-03-31 | $1.2M | 5.5k | 210.30 |
| 2023-12-31 | $1.1M | 5.5k | 200.71 |
| 2023-09-30 | $599k | 3.4k | 176.74 |
| 2023-06-30 | $629k | 3.4k | 187.27 |
| 2023-03-31 | $722k | 4.0k | 178.40 |
| 2022-12-31 | $510k | 2.9k | 174.36 |
| 2022-09-30 | $415k | 2.5k | 164.88 |
| 2022-06-30 | $494k | 2.5k | 196.27 |
| 2022-03-31 | $540k | 2.6k | 205.25 |
| 2021-12-31 | $586k | 2.6k | 222.14 |
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