iShares S&P NA Tech. Sec. Idx shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares S&P NA Tech. Sec. Idx
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All positions including iShares S&P NA Tech. Sec. Idx 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 S&P NA Tech. Sec. Idx by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.6M | 14k | 112.35 |
| 2025-03-31 | $1.2M | 13k | 90.68 |
| 2024-12-31 | $1.3M | 13k | 102.10 |
| 2024-09-30 | $1.2M | 13k | 95.95 |
| 2024-03-31 | $1.1M | 13k | 86.18 |
| 2023-12-31 | $958k | 2.1k | 448.36 |
| 2023-09-30 | $815k | 2.1k | 382.24 |
| 2021-12-31 | $237k | 540 | 438.89 |
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