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Confluence Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Confluence Wealth Services’s Portfolio IUSG Stock Details IUSG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-954
Closed -$110K – 691
2021
Q4 		$110K Buy
+954
New +$110K 0.04% 320