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Confluence Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

Confluence Wealth Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-215
Closed -$56K – 694
2021
Q4 		$56K Buy
+215
New +$56K 0.02% 444