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

Confluence Wealth Services, Inc. currently holds 317.7K shares with a market value of $135.5M. It started holding IWF on 2024-09-30. At its peak, it held 317.7K shares on 2026-03-31. Its highest holding value was $142.6M on 2025-12-31. 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 26.3K. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 47.3K.