Confluence Wealth Services, Inc. Ishares Russell Mid Cap ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,280 shares of IWR stock, worth $215,733. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,280
Previous 2,280 -0.0%
Holding current value
$215,733
Previous $209,000 5.26%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$74.88 - $91.97 $170,726 - $209,691
2,280 New
2,280 $209,000
Q1 2022

Apr 26, 2022
SELL
$72.29 - $82.89 $44,386 - $50,894
-614 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$78.41 - $85.28 $48,143 - $52,361
614 New
614 $50,000

Others Institutions Holding IWR

# of Institutions
1,644
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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