Ishares Tr shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr
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All positions including Ishares Tr held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $511k | 12k | 42.88 |
| 2025-03-31 | $404k | 11k | 38.24 |
| 2024-12-31 | $347k | 9.3k | 37.27 |
| 2024-09-30 | $375k | 9.3k | 40.52 |
| 2024-03-31 | $416k | 12k | 35.60 |
| 2023-12-31 | $410k | 12k | 35.50 |
| 2023-09-30 | $340k | 10k | 33.86 |
| 2023-06-30 | $275k | 7.7k | 35.49 |
| 2023-03-31 | $262k | 7.5k | 35.05 |
| 2022-12-31 | $208k | 6.1k | 34.05 |
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