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

Confluence Wealth Services, Inc. currently holds 2.3K shares with a market value of $219.5K. It started holding IWR on 2025-06-30. At its peak, it held 2.3K shares on 2025-06-30. Its highest holding value was $220.1K on 2025-09-30. At its lowest, it held 2.3K shares on 2025-06-30, with a value of $209.7K on 2025-06-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 0.