Ishares Tr rus200 grw idx shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $289k | 1.3k | 220.05 |
| 2024-06-30 | $285k | 1.3k | 214.52 |
| 2024-03-31 | $260k | 1.3k | 195.10 |
| 2023-12-31 | $238k | 1.4k | 175.22 |
| 2023-09-30 | $213k | 1.4k | 153.83 |
| 2023-06-30 | $228k | 1.4k | 158.56 |
| 2021-12-31 | $193k | 1.1k | 173.25 |
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