iShares Russell 1000 Value Index shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.2M | 9.7k | 128.30 |
| 2020-06-30 | $2.1M | 19k | 112.60 |
| 2020-03-31 | $2.0M | 21k | 99.18 |
| 2019-12-31 | $1.2M | 9.7k | 128.30 |
| 2019-09-30 | $1.2M | 9.7k | 128.30 |
| 2019-06-30 | $1.2M | 9.7k | 127.27 |
| 2019-03-31 | $1.2M | 9.7k | 123.54 |
| 2018-12-31 | $1.0M | 9.4k | 111.05 |
| 2018-09-30 | $660k | 5.2k | 126.70 |
| 2018-06-30 | $632k | 5.2k | 121.33 |
| 2018-03-31 | $625k | 5.2k | 119.98 |
| 2017-12-31 | $648k | 5.2k | 124.40 |
| 2017-09-30 | $617k | 5.2k | 118.45 |
| 2017-06-30 | $683k | 5.9k | 114.87 |
| 2017-03-31 | $683k | 5.9k | 114.87 |
| 2016-12-31 | $678k | 6.1k | 112.03 |
| 2016-09-30 | $639k | 6.1k | 105.58 |
| 2016-06-30 | $625k | 6.1k | 103.27 |
| 2016-03-31 | $598k | 6.1k | 98.81 |
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