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iShares Russell Midcap Index Fund shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$220k	2.3k	96.55
2025-06-30	$210k	2.3k	91.97
2021-12-31	$50k	614	81.43

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional International Value Etf Internatnal Val (DFIV)

Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Apple (AAPL)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L

Wells Fargo & Company

Us Bancorp

Pnc Financial Services

Morgan Stanley

Bank of New York Mellon

Branch Banking & Trust Company

FMR

Envestnet Asset Management

Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund

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