ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,019 Value ($000) $2,221 Avg Close — Range —
Q3 2025
Shares 18,429 Value ($000) $2,225 Avg Close — Range —
Q2 2025
Shares 18,511 Value ($000) $2,038 Avg Close — Range —
Q1 2025
Shares 18,516 Value ($000) $1,674 Avg Close — Range —
Q4 2024
Shares 18,956 Value ($000) $2,022 Avg Close — Range —
Q3 2024
Shares 19,148 Value ($000) $1,833 Avg Close — Range —
Q2 2024
Shares 19,542 Value ($000) $1,808 Avg Close — Range —
Q1 2024
Shares 19,272 Value ($000) $1,627 Avg Close — Range —
Q4 2023
Shares 19,182 Value ($000) $1,441 Avg Close — Range —
Q3 2023
Shares 14,454 Value ($000) $989 Avg Close — Range —
Q2 2023
Shares 14,454 Value ($000) $1,019 Avg Close — Range —
Q1 2023
Shares 15,321 Value ($000) $979 Avg Close — Range —
Q4 2022
Shares 15,646 Value ($000) $915 Avg Close — Range —
Q3 2022
Shares 9,865 Value ($000) $570 Avg Close — Range —
Q2 2022
Shares 9,801 Value ($000) $682 Avg Close — Range —
Q1 2022
Shares 9,018 Value ($000) $688 Avg Close — Range —
Q4 2021
Shares 9,220 Value ($000) $771 Avg Close — Range —