CWS

Confluence Wealth Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$508K	Buy	+6,029	New	+$508K	0.03%	241
2022 Q1	–	Sell	-465	Closed	-$32K	–	699
2021 Q4	$32K	Buy	+465	New	+$32K	0.01%	590