Ishares Tr msci usa small shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr msci usa small
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Quarterly reported holdings in Ishares Tr msci usa small by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 26k | 41.82 |
| 2024-03-31 | $1.2M | 31k | 40.27 |
| 2023-12-31 | $1.2M | 31k | 38.01 |
| 2023-09-30 | $977k | 29k | 33.65 |
| 2023-06-30 | $905k | 26k | 35.52 |
| 2023-03-31 | $847k | 25k | 33.99 |
| 2022-12-31 | $731k | 22k | 32.88 |
| 2022-09-30 | $634k | 21k | 30.67 |
| 2022-06-30 | $640k | 20k | 31.51 |
| 2022-03-31 | $787k | 21k | 38.05 |
| 2021-12-31 | $814k | 20k | 40.34 |
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