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iShares Dow Jones US Utilities shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in iShares Dow Jones US Utilities

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Utilities 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 Dow Jones US Utilities by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $349k 3.3k 104.60
2025-03-31 $296k 2.9k 101.22

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View all positions for Congress Wealth Management LLC / DE /

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