Ishares Tr shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $456k | 8.7k | 52.70 |
| 2025-09-30 | $428k | 8.3k | 51.52 |
| 2025-06-30 | $475k | 10k | 47.69 |
| 2025-03-31 | $407k | 9.9k | 41.04 |
| 2024-12-31 | $442k | 9.4k | 47.12 |
| 2024-09-30 | $418k | 9.5k | 44.22 |
| 2024-06-30 | $203k | 4.8k | 42.05 |
| 2021-12-31 | $165k | 4.5k | 36.71 |
More positions owned by Confluence Wealth Services
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