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

Confluence Wealth Services, Inc. currently holds 2.8K shares with a market value of $553.9K. It started holding IYW on 2024-12-31. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $553.9K on 2025-09-30. At its lowest, it held 2.2K shares on 2024-12-31, with a value of $366.0K on 2024-12-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 4.