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Congress Wealth Management LLC / DE / »

iShares Russell 1000 Value Index shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$34M	189k	179.11
2023-12-31	$30M	184k	165.25
2023-09-30	$27M	178k	151.82
2023-06-30	$958k	6.1k	157.83
2023-03-31	$1.0M	6.7k	152.26
2022-12-31	$2.7M	18k	151.65
2022-09-30	$984k	7.2k	135.91
2022-06-30	$1.0M	7.2k	144.89
2022-03-31	$1.2M	7.2k	166.02
2021-12-31	$2.1M	13k	167.84

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Select Sector Spdr Tr Energy (XLE)

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View all positions for Congress Wealth Management LLC / DE /

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