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

Confluence Wealth Services, Inc. currently holds 5.5K shares with a market value of $509.3K. It started holding IWX on 2025-06-30. At its peak, it held 6.0K shares on 2025-06-30. Its highest holding value was $544.2K on 2025-12-31. At its lowest, it held 5.5K shares on 2026-03-31, with a value of $507.6K on 2025-06-30. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 428.