iShares S&P Global Clean Energy Index shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares S&P Global Clean Energy Index (ICLN) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares S&P Global Clean Energy Index
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All positions including iShares S&P Global Clean Energy Index 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 S&P Global Clean Energy Index by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $341k | 26k | 13.11 |
| 2025-03-31 | $212k | 19k | 11.43 |
| 2024-12-31 | $155k | 14k | 11.38 |
| 2024-09-30 | $217k | 15k | 14.69 |
| 2024-03-31 | $226k | 16k | 13.98 |
| 2023-12-31 | $258k | 17k | 15.57 |
| 2023-09-30 | $205k | 14k | 14.62 |
| 2023-06-30 | $200k | 11k | 18.40 |
| 2023-03-31 | $221k | 11k | 19.78 |
| 2022-03-31 | $443k | 21k | 21.50 |
| 2021-12-31 | $292k | 14k | 21.20 |
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