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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

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Quarterly reported holdings in Ishares Tr by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
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

More positions owned by Congress Wealth Management LLC / DE /

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Janus Detroit Str Tr Henderson Mtg (JMBS)
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Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Ishares Tr

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Congress Wealth Management LLC / DE /
Crestone Asset Management
Gould Asset Management
Wrapmanager
Optas

View all funds holding Ishares Tr