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

Confluence Wealth Services, Inc. currently holds 6.1K shares with a market value of $1.5M. It started holding IWM on 2024-09-30. At its peak, it held 6.2K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 5.4K shares on 2024-09-30, with a value of $1.1M on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 489. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 773.