Congress Wealth Management LLC / DE / »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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