Confluence Wealth Services, Inc. Ishares Russell 2000 ETF Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 6,136 shares of IWM stock, worth $1.46 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,136

Previous 6,165 0.47%

Holding current value

$1.46 Million

Previous $1.33 Million 11.58%

% of portfolio

0.08%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$214.92 - $244.84 $6,232 - $7,100	-29 Reduced 0.47%	6,136 $1.48 Million
Q2 2025 Jul 22, 2025	BUY	$174.82 - $215.79 $90,556 - $111,779	518 Added 9.17%	6,165 $1.33 Million
Q1 2025 Apr 24, 2025	BUY	$198.1 - $229.79 $48,732 - $56,528	246 Added 4.55%	5,647 $1.13 Million
Q4 2024 Jan 27, 2025	BUY	$216.13 - $242.4 $8,212 - $9,211	38 Added 0.71%	5,401 $1.19 Million
Q2 2024 Jul 31, 2024	SELL	$192.84 - $209.44 $24,490 - $26,598	-127 Reduced 2.31%	5,363 $1.09 Million

Q4 2023 Jan 25, 2024	BUY	$162.21 - $204.82 $340,641 - $430,122	2,100 Added 61.95%	5,490 $1.1 Million
Q3 2023 Nov 01, 2023	BUY	$174.36 - $198.71 $5,753 - $6,557	33 Added 0.98%	3,390 $599,000
Q2 2023 Aug 01, 2023	SELL	$170.4 - $187.93 $117,235 - $129,295	-688 Reduced 17.01%	3,357 $628,000
Q1 2023 May 11, 2023	BUY	$170.25 - $198.32 $190,509 - $221,920	1,119 Added 38.24%	4,045 $721,000
Q4 2022 Feb 10, 2023	BUY	$166.81 - $188.05 $68,225 - $76,912	409 Added 16.25%	2,926 $510,000
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $18,684 - $23,701	-114 Reduced 4.33%	2,517 $494,000
Q1 2022 Apr 26, 2022	SELL	$191.52 - $225.32 $1,340 - $1,577	-7 Reduced 0.27%	2,631 $540,000
Q4 2021 Feb 10, 2022	BUY	$212.12 - $242.56 $559,572 - $639,873	2,638 New	2,638 $586,000

Others Institutions Holding IWM

# of Institutions

3,027

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Confluence Wealth Services, Inc. Ishares Russell 2000 ETF Transaction History