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iShares Dow Jones Select Dividend shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in iShares Dow Jones Select Dividend

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 202405M10M15M050k100k
Value ($)Share countHistorical DVY position of Congress Wealth Management … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend 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 Dow Jones Select Dividend by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 135k 135.07
2023-12-31 $518k 4.4k 117.26
2022-12-31 $205k 1.7k 120.67
2022-03-31 $243k 1.9k 128.37
2021-12-31 $223k 1.8k 122.66

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Coca-Cola Company (KO)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

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