Confluence Wealth Services, Inc.'s ownership history for IWF

Confluence Wealth Services, Inc. currently holds 291.5K shares with a market value of $136.5M. It started holding IWF on 2024-09-30. At its peak, it held 291.5K shares on 2025-09-30. Its highest holding value was $136.5M on 2025-09-30. At its lowest, it held 253.2K shares on 2024-12-31, with a value of $94.5M on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 21.0K. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 36.9K.