ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 59,528 Value ($000) $19,228 Avg Close — Range —
Q3 2025
Shares 58,102 Value ($000) $18,595 Avg Close — Range —
Q2 2025
Shares 53,527 Value ($000) $15,301 Avg Close — Range —
Q1 2025
Shares 50,088 Value ($000) $12,316 Avg Close — Range —
Q4 2024
Shares 48,438 Value ($000) $14,673 Avg Close — Range —
Q3 2024
Shares 42,827 Value ($000) $12,163 Avg Close — Range —
Q2 2024
Shares 38,655 Value ($000) $10,148 Avg Close — Range —
Q1 2024
Shares 25,028 Value ($000) $6,778 Avg Close — Range —
Q4 2023
Shares 20,205 Value ($000) $5,096 Avg Close — Range —
Q3 2023
Shares 5,106 Value ($000) $1,145 Avg Close — Range —
Q2 2023
Shares 4,264 Value ($000) $1,035 Avg Close — Range —
Q1 2023
Shares 3,764 Value ($000) $854 Avg Close — Range —
Q4 2022
Shares 3,362 Value ($000) $721 Avg Close — Range —